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Caterpillar shares owned by Win Advisors

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

Historical chart of Win Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Win Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 340 708.46

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Ssga Active Etf Tr State Street Glo (GAL)
Spdr Series Trust State Street Spd (CWB)
Wisdomtree Tr Us Largecap Fund (EPS)
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Ishares Tr Msci Usa Min Vol (USMV)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded A Com Shs (FTC)

View all positions for Win 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