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Caterpillar shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 299 707.81
2022-09-30 $37k 224 165.18
2022-06-30 $33k 187 176.47

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Floating Rate (TFLR)
Putnam Etf Trust Focused Lar Cap (PVAL)
Putnam Etf Trust Emerging Markets (PEMX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Equity Premium (WTPI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Global X Fds Us Infr Dev Etf (PAVE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Shares Represent (IAUM)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar