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Caterpillar shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 1.5k 708.46
2025-12-31 $846k 1.5k 572.87

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding Caterpillar

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

View all funds holding Caterpillar