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Caterpillar shares owned by GDS Wealth Management

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

Historical chart of GDS Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by GDS Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $952k 894 1064.90

More positions owned by GDS Wealth Management

Ishares Tr Iboxx Inv Cp Etf (LQD)
Micron Technology (MU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Advanced Micro Devices (AMD)
Ishares Tr Core Intl Aggr (IAGG)
Lam Research Corp Com New (LRCX)
Hewlett Packard Enterprise (HPE)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Wal-Mart Stores (WMT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)

View all positions for GDS Wealth Management

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar