Uptown Financial Advisors »

Caterpillar shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Uptown Financial 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 Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 250 1064.90

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust St Str P500val (SPYV)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust ST STR P500GRW (SPYG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard World Energy Etf (VDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Select Sector Spdr Tr St Str Util Etf (XLU)

View all positions for Uptown Financial 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