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Caterpillar shares owned by Chesapeake Wealth Management

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

Historical chart of Chesapeake Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $970k 2.5k 391.12
2024-06-30 $767k 2.3k 333.10

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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
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Spdr Ser Tr Port Mtg Bk Etf (SPMB)
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Ishares Tr Broad Usd High (USHY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Chesapeake Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar