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Caterpillar shares owned by TCFG Investment Advisors

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

Historical chart of TCFG Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $574k 810 708.14

More positions owned by TCFG Investment Advisors

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG Investment Advisors

Top funds holding Caterpillar

Vanguard Group
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
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar