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Caterpillar shares owned by Corepath Wealth Partners

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

Historical chart of Corepath Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 213 948.08
2025-09-30 $211k 425 495.38

More positions owned by Corepath Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Corepath Wealth Partners

Top funds holding Caterpillar

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Susquehanna International
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Invesco
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View all funds holding Caterpillar