Three Bearings Fiduciary Advisors »

Caterpillar shares owned by Three Bearings Fiduciary Advisors

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

Historical chart of Three Bearings Fiduciary Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1k 3 708.67
2025-12-31 $2.0k 3 659.00

More positions owned by Three Bearings Fiduciary Advisors

Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Wisdomtree Tr Us Smallcap Divd (DES)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Three Bearings Fiduciary 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