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Caterpillar shares owned by Cedarwood Wealth

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

Historical chart of Cedarwood Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Cedarwood Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 309 708.83

More positions owned by Cedarwood Wealth

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tidal Trust I Fundstrat Granny (GRNY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Cedarwood Wealth

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