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Caterpillar shares owned by Goldenstone Wealth Management

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

Historical chart of Goldenstone Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Goldenstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $963k 1.7k 573.02

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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