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Caterpillar shares owned by Elevated Private Wealth

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

Historical chart of Elevated Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Elevated Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 2.6k 1064.90

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View all positions for Elevated Private Wealth

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar