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Caterpillar shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 347 708.46

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Ishares Tr Core 60/40 Balan (AOR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Global Cr Etf (DGCB)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Dimensional Inte (DFGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis All Eqt (AVGE)

View all positions for Cogent Private Wealth

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