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Caterpillar shares owned by Strategic Point Investment Advisors

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

Historical chart of Strategic Point Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Strategic Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 254 1064.90

More positions owned by Strategic Point Investment Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Ishares Tr Core Msci Total (IXUS)

View all positions for Strategic Point Investment Advisors

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar