Benson Wealth Management »

Caterpillar shares owned by Benson Wealth Management

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

Historical chart of Benson Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Benson 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 Benson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7k 8 708.50

More positions owned by Benson Wealth Management

Invesco Qqq Tr Uie (QQQ)
Ishares Bitcoin Trust Etf Uie (IBIT)
Simon Ppty Group Inc Newreit Ret (SPG)
Ft Vest U.s. Equity Deepbuffer Etf - November Uie (DNOV)
Wal-Mart Stores (WMT)
First Trust Rising Dividend Achievers Etf Uie (RDVY)
NVIDIA Corporation (NVDA)
First Trust Rba Americanindustrial Renaissancetmetf Uie (AIRR)
Tesla Motors (TSLA)
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Uie (QCJA)
Amazon (AMZN)
Ft Vest Laddered Buffer Etf Uie (BUFR)
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)
Ft Vest U.s. Equity Buffer Etf - November Uie (FNOV)
Spdr Gold Shares Uie (GLD)

View all positions for Benson Wealth Management

Top funds holding Caterpillar

Vanguard Group
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
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar