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Caterpillar shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 26 708.46

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
Merck & Co Stock (MRK)
Gilead Sciences Stock (GILD)
Cisco Sys Stock (CSCO)
Southern Copper Corp Stock (SCCO)
Amgen Stock (AMGN)
Coca Cola Stock (KO)
Altria Group Stock (MO)
Fidelity Enhanced Small Cap Etf Etf (FESM)
Schwab International Dividend Equity Etf Etf (SCHY)

View all positions for Carolina Wealth Advisors

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