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Caterpillar shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 875 477.13
2025-06-30 $253k 651 388.12
2025-03-31 $227k 688 329.66
2024-12-31 $249k 688 362.54
2024-09-30 $287k 732 391.47
2024-03-31 $235k 641 366.68

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

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