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Caterpillar shares owned by Ducere Wealth Management

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

Historical chart of Ducere Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Ducere Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 490 708.37

More positions owned by Ducere Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Bloom Energy Corp Com Cl A (BE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ducere Wealth Management

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
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Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Wellington Management Company
Invesco
Susquehanna International
Capital World Investors

View all funds holding Caterpillar