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Caterpillar shares owned by Buska Wealth Management

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

Historical chart of Buska Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Buska Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 394 572.25

More positions owned by Buska Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust State Street Spd (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr State Street Ene (XLE)
Spdr Series Trust State Street Spd (XAR)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for Buska Wealth Management

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
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar