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Caterpillar shares owned by Clark Wealth Partners

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

Historical chart of Clark Wealth Partners investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $179k 312 573.06
2025-09-30 $179k 312 573.06
2025-06-30 $114k 293 388.56
2025-03-31 $104k 316 329.90
2024-12-31 $121k 333 362.68

More positions owned by Clark Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Hdg Msci Eafe (HEFA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
McDonald's Corporation (MCD)
International Business Machines (IBM)

View all positions for Clark Wealth Partners

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