BAM Wealth Management »

Caterpillar shares owned by BAM Wealth Management

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

Historical chart of BAM Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $204k 251 810.79

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for BAM Wealth Management

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International

View all funds holding Caterpillar