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Caterpillar shares owned by TSG Advice Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TSG Advice Partners from 13F filings

Historical chart of TSG Advice Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by TSG Advice Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by TSG Advice Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $299k 421 709.12

More positions owned by TSG Advice Partners

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPSM)
Spdr Series Trust State Street Spd (SPMD)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPHY)

View all positions for TSG Advice Partners

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Ubs Global Asset Management Americas

View all funds holding Caterpillar