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Caterpillar shares owned by Strategic Advocates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Advocates from 13F filings

Historical chart of Strategic Advocates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Strategic Advocates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Strategic Advocates

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 511 477.13
2025-03-31 $202k 611 329.74
2024-12-31 $222k 611 362.66

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Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
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Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Palantir Technologies Inc Cl A Stock (PLTR)
Tesla Stock (TSLA)
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)

View all positions for Strategic Advocates

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar