GK Wealth Management »

Caterpillar shares owned by GK Wealth Management

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

Historical chart of GK Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by GK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 443 476.15
2025-06-30 $241k 621 387.89
2024-12-31 $217k 598 363.28

More positions owned by GK Wealth Management

Lithium Amers Corp Com Shs (LAC)
Amazon (AMZN)
Tesla Motors (TSLA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Silver Tr Ishares (SLV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for GK Wealth Management

Top funds holding Caterpillar

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

View all funds holding Caterpillar