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Caterpillar shares owned by Element Wealth

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

Historical chart of Element Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Element Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 548 476.72
2025-06-30 $212k 547 388.31
2024-09-30 $210k 537 391.26
2024-03-31 $202k 551 366.31

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Pimco Access Income Fund Shs Benfin Int (PAXS)

View all positions for Element Wealth

Top funds holding Caterpillar

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Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar