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Caterpillar shares owned by Clarity Wealth Advisors

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

Historical chart of Clarity Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Clarity Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $603k 1.1k 572.74
2025-09-30 $502k 1.1k 476.95
2025-06-30 $419k 1.1k 388.35
2025-03-31 $357k 1.1k 329.86

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Meta Platforms Cl A (META)
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JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Clarity Wealth Advisors

Top funds holding Caterpillar

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

View all funds holding Caterpillar