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Caterpillar shares owned by Great Point Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Great Point Wealth Advisors from 13F filings

Historical chart of Great Point Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 420 573.23

More positions owned by Great Point Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Bright Horizons Fam Sol In D (BFAM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr Series Trust State Street Spd (QUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Great Point Wealth Advisors

Top funds holding Caterpillar

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

View all funds holding Caterpillar