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Caterpillar shares owned by Affinity Wealth Management

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

Historical chart of Affinity Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 425 708.28
2019-06-30 $219k 1.6k 136.19
2019-03-31 $253k 1.9k 135.73
2018-12-31 $275k 2.2k 127.08

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Select Sector Spdr Tr State Street Ene (XLE)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
Spdr Series Trust State Street Spd (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
NVIDIA Corporation (NVDA)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Japn (DBJP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Affinity Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar