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Caterpillar shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $890k 1.6k 572.84
2021-12-31 $232k 1.1k 207.14

More positions owned by Capstone Wealth Management Group

Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Capstone Wealth Management Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
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