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Caterpillar shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 2.2k 1064.90

More positions owned by FOCUS Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Sp Metal (XME)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr Select Divid Etf (DVY)
Stellar Bancorp Ord
Select Sector Spdr Tr St Str Energ Etf (XLE)
Etf Ser Solutions Defia Quant Etf (QTUM)

View all positions for FOCUS Wealth Advisors

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