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Caterpillar shares owned by Atlas Wealth

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

Historical chart of Atlas Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $275k 258 1064.90
2026-03-31 $929k 27k 34.49

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Non-cumulative 3.5 Preferred Stock (USB.PH)
Apple Incorporated Common Stock (AAPL)
Victory Portfolios Ii Victoryshares Free Cash Flow Exchange Traded Funds (Country Baskets/iShares) -.. (VFLO)
Pgim Short Dur Hig Yld Opp Closed End Funds - Taxable (SDHY)
Neuberger Next Generation Closed End Funds - Taxable (NBXG)
Nyli Cbre Gbl Infr Megtrnds Tr Closed End Funds - Taxable (MEGI)
Thornburg Incm Builder Opp Tr Closed End Funds - Taxable (TBLD)
Nuveen Core Plus Impact Fund Com Ben Int Closed End Funds - Taxable (NPCT)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Angel Oak Finl Strategies Incm Com Ben Int Closed End Funds - Taxable (FINS)
Guggenheim Active Alloc Closed End Funds - Taxable (GUG)
Bexil Investment Trust Closed End Funds - Taxable (BXSY)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)

View all positions for Atlas 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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar