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Caterpillar shares owned by Denver Wealth Management

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

Historical chart of Denver Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Denver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 354 572.88

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Spdr Series Trust State Street Spd (SPYM)
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Denver Wealth Management

Top funds holding Caterpillar

Vanguard Group
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Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar