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Caterpillar shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 197 1066.76

More positions owned by Family Wealth Group

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Aim Etf Products Trust Allianzim Us Eqt (SIXD)
Spdr Series Trust St Str P500etf (SPYM)
Aim Etf Products Trust Allianzim Us Eqt (MAYT)
Elevation Series Trust True Se Buff Etf (ONEZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Aim Etf Products Trust Allianzim Us Eqt (JUNT)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Aim Etf Products Trust Allianzim Us Eqt (FEBT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Family Wealth Group

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