Values First Advisors »

Caterpillar shares owned by Values First Advisors

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

Historical chart of Values First Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Values First 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 Values First Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 290 708.28

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Ensign (ENSG)
Spdr Series Trust State Street Spd (BIL)
Monolithic Power Systems (MPWR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Cognex Corporation (CGNX)
Amphenol Corp Cl A (APH)
Emergent BioSolutions (EBS)
Lowe's Companies (LOW)

View all positions for Values First 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