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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

Tip: Access up to 7 years of quarterly data

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
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)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding Caterpillar

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Capital World Investors
Geode Capital Management
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Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar