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Caterpillar shares owned by Your Advocates

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

Historical chart of Your Advocates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Your Advocates

Quarter filed Position value Share count Share price at filing
2023-12-31 $59k 200 295.67
2023-09-30 $55k 200 273.00

More positions owned by Your Advocates

Dimensional Etf Trust (DCOR)
Dimensional Etf Trust (DFEM)
Pimco Total Return Etf totl (BOND)
Schwab Strategic Tr intrm trm (SCHR)
Dimensional International Core Equity 2 ETF (DFIC)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
SPDR Gold Trust (GLD)
Vanguard Short-Term Bond ETF (BSV)
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE)
Dimensional Etf Trust (DFAS)
Sch Fnd Intl Lg Etf (FNDF)
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
SPDR S&P Emerging Markets (SPEM)

View all positions for Your Advocates

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