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Caterpillar shares owned by Alliance Private Wealth

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

Historical chart of Alliance Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 5.2k 708.46

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Alliance Private Wealth

Top funds holding Caterpillar

Vanguard Group
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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