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Caterpillar shares owned by Coquina Private Wealth

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

Historical chart of Coquina Private Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Coquina Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 216 1064.90

More positions owned by Coquina Private Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)

View all positions for Coquina Private Wealth

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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar