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Caterpillar shares owned by Flatrock Wealth Partners

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

Historical chart of Flatrock Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Flatrock Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $449k 633 708.89

More positions owned by Flatrock Wealth Partners

Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Caretrust Reit (CTRE)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (BIL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard World Energy Etf (VDE)
Ea Series Trust Alpha Architect (AAEQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Flatrock Wealth Partners

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar