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Caterpillar shares owned by BXM Wealth

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

Historical chart of BXM Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 854 477.15
2025-06-30 $339k 874 388.21
2025-03-31 $273k 831 327.88
2024-12-31 $228k 629 362.76

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View all positions for BXM 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