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Caterpillar shares owned by Encompass More Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Encompass More Asset Management from 13F filings

Historical chart of Encompass More Asset Management investment in Caterpillar

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All positions including Caterpillar held by Encompass More Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Encompass More Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 440 476.67
2024-12-31 $220k 605 362.84
2024-09-30 $225k 576 391.39

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Select Sector Spdr Tr Technology (XLK)
Starboard Invt Tr Adaptive Alpha (AGOX)
Advisorshares Tr Q Dynamic Growth (QPX)
Innovator Etfs Trust Growth 100 Power (NSEP)
Vaneck Etf Trust Gold Miners Etf (GDX)
Tesla Motors (TSLA)

View all positions for Encompass More Asset Management

Top funds holding Caterpillar

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