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Caterpillar shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 221 1068.87

More positions owned by Forefront Wealth Partners

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds State Street Spd (SPEM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Microsoft Corporation (MSFT)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Forefront Wealth Partners

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar