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Caterpillar shares owned by Clarity Wealth Development

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

Historical chart of Clarity Wealth Development investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Clarity Wealth Development

Quarter filed Position value Share count Share price at filing
2026-06-30 $281k 264 1063.55

More positions owned by Clarity Wealth Development

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust International (DFSI)

View all positions for Clarity Wealth Development

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar