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Caterpillar shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Caterpillar

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All positions including Caterpillar held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $368k 520 708.46

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Micron Technology (MU)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Antero Midstream Corp antero midstream (AM)
Exxon Mobil Corporation (XOM)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
MasTec (MTZ)
Ge Vernova (GEV)

View all positions for Chung Wu Investment Group

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