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Caterpillar shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $370k 390 949.76

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View all positions for Allied Private Wealth

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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar