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Caterpillar shares owned by BetterWealth

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

Historical chart of BetterWealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by BetterWealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 318 708.46

More positions owned by BetterWealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Rbb Fund Trust Longview Advantg (EBI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
American Centy Etf Tr Real Estate Etf (AVRE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for BetterWealth

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