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Caterpillar shares owned by Greenline Wealth Management

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

Historical chart of Greenline Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Greenline Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 473 708.71

More positions owned by Greenline Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Greenline Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar