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Caterpillar shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $695k 981 708.46

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View all positions for Acumen Wealth 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
FMR
Citadel Advisors
Wellington Management Company
Invesco

View all funds holding Caterpillar