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Caterpillar shares owned by Clarion Wealth Managment Partners

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

Historical chart of Clarion Wealth Managment Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $631k 1.3k 477.08
2025-06-30 $496k 1.3k 388.22

More positions owned by Clarion Wealth Managment Partners

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Opportunities Trust Applied Fina Val (VSLU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Tapestry (TPR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Clarion Wealth Managment Partners

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