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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

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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
2025-09-30 $1.5M 3.1k 477.15
2025-06-30 $1.2M 3.1k 388.21
2025-03-31 $878k 2.7k 329.80
2024-12-31 $931k 2.6k 362.76
2024-09-30 $970k 2.5k 391.12
2024-06-30 $767k 2.3k 333.10

More positions owned by Chesapeake Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust State Street Spd (SPMB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Chesapeake Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar