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Caterpillar shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 200 1064.90

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Apple (AAPL)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Innovator Etfs Trust Defined Wlt Shld (BALT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Lam Research Corp Com New (LRCX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)

View all positions for Ballast Rock 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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar