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Caterpillar shares owned by DKM Wealth Management

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

Historical chart of DKM Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 585 572.55
2025-09-30 $279k 585 476.89
2025-06-30 $227k 585 387.99
2024-12-31 $212k 585 362.56

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Tidal Trust I Fundstrat Granny (GRNY)
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Ishares Tr Core S&p Ttl Stk (ITOT)
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Trust For Professional Man Performance Tr S (STBF)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Rbb Fund Trust Tweedy Browne (COPY)
Tidal Trust Iii Fundstrat Granny (GRNJ)

View all positions for DKM Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
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