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Caterpillar shares owned by Spurstone Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spurstone Advisory Services from 13F filings

Historical chart of Spurstone Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Spurstone Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $99k 100 991.41

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
State Street ETF/USA Exchange Traded Fund (SPY)
HCA Healthcare Common / Ordinary Stock (HCA)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Palo Alto Networks Common / Ordinary Stock (PANW)
Fortinet Common / Ordinary Stock (FTNT)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
United Parcel Service Common / Ordinary Stock (UPS)
Chevron Corp Common / Ordinary Stock (CVX)
Travelers Cos Inc/The Common / Ordinary Stock (TRV)
Pfizer Common / Ordinary Stock (PFE)
Caterpillar Common / Ordinary Stock (CAT)
Lumen Technologies Common / Ordinary Stock (LUMN)
Webster Financial Corp Common / Ordinary Stock (WBS)

View all positions for Spurstone Advisory Services

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar