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Caterpillar shares owned by Vistica Wealth Advisors

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

Historical chart of Vistica Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Vistica Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Vistica Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 228 1064.90

More positions owned by Vistica Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ea Series Trust Brid Omn Sma Etf (BSVO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Columbia Banking System (COLB)

View all positions for Vistica Wealth 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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar