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Caterpillar shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $994k 2.7k 366.43
2023-12-31 $203k 685 295.67
2018-09-30 $389k 2.6k 152.31
2018-06-30 $340k 2.5k 135.78
2018-03-31 $288k 2.0k 147.39

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Wealth Alliance Advisory Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar