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Caterpillar shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv investment in Caterpillar

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All positions including Caterpillar held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 303 708.25

More positions owned by Valley Forge Investment Consultants Inc Adv

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Valley Forge Investment Consultants Inc Adv

Top funds holding Caterpillar

Vanguard Group
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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