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Caterpillar shares owned by Base Wealth Management

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

Historical chart of Base Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Base Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $949k 2.0k 477.16

More positions owned by Base Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Hci (HCI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core High Dv Etf (HDV)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Base Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar