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Caterpillar shares owned by BlackDiamond Wealth Management

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

Historical chart of BlackDiamond Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 654 477.35
2025-06-30 $245k 626 391.08
2024-12-31 $201k 553 362.55
2022-12-31 $251k 1.0k 250.60

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Costco Wholesale Corporation (COST)

View all positions for BlackDiamond 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