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Caterpillar shares owned by Cauble & Harre Wealth Management

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

Historical chart of Cauble & Harre Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cauble & Harre Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 1.4k 912.14

More positions owned by Cauble & Harre Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Cauble & Harre 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