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Caterpillar shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 559 391.12
2024-06-30 $200k 601 333.10
2024-03-31 $206k 563 366.43
2021-12-31 $150k 727 206.33

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Susquehanna International
Charles Schwab Investment Management
Invesco

View all funds holding Caterpillar