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Caterpillar shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $372k 525 709.08

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Meta Platforms Inc Cl A Stock (META)
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Vaneck Semiconductor Etf Etf (SMH)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Powershares Qqq Tr Etf (QQQ)
Advanced Micro Devices Stock (AMD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
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Ishares Bitcoin Trust Etf Etf (IBIT)

View all positions for Concentrum Wealth Management

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