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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
2026-06-30 $611k 574 1064.90
2026-03-31 $241k 340 708.46

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Vanguard Wellington Us Momentum (VFMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr Morningstar Grwt (ILCG)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Conv Etf (CWB)
Sandisk Corp (SNDK)

View all positions for Win 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