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Caterpillar shares owned by Sylvest Advisors

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

Historical chart of Sylvest Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sylvest Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 364 572.48
2025-09-30 $333k 699 476.92
2025-06-30 $271k 699 387.97
2025-03-31 $230k 698 330.01
2024-12-31 $253k 698 362.93

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Ishares Tr Rus 1000 Val Etf (IWD)
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Vanguard Index Fds Mid Cap Etf (VO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Fund (EZM)
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)
Cummins (CMI)

View all positions for Sylvest Advisors

Top funds holding Caterpillar

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

View all funds holding Caterpillar