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Caterpillar shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 3.2k 730.31
2025-12-31 $1.9M 3.3k 572.93

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Caterpillar Stock (CAT)
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View all positions for Bullock Wealth Management Group

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar