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Caterpillar shares owned by Granite Bay Wealth Management

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

Historical chart of Granite Bay Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $426k 400 1065.00
2023-12-31 $5.3M 20k 260.00
2023-09-30 $6.5M 24k 272.63

More positions owned by Granite Bay Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Emg Mkt Etf (EEM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Apple (AAPL)
Wisdomtree Tr Equity Premium (WTPI)
John Hancock Exchange Traded Corporate Bd (JHCB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Snowflake Com Shs (SNOW)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QQEW)

View all positions for Granite Bay 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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International

View all funds holding Caterpillar