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Caterpillar shares owned by Cypress Point Wealth Management

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

Historical chart of Cypress Point Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $556k 522 1064.90

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Cypress Point Wealth Management

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
Susquehanna International
Citadel Advisors
Invesco
FMR

View all funds holding Caterpillar