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Caterpillar shares owned by Greenup Street Wealth Management

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

Historical chart of Greenup Street Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Greenup Street Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 206 1062.32
2024-12-31 $399k 1.1k 362.75
2024-09-30 $429k 1.1k 391.47
2024-06-30 $359k 1.1k 333.10
2024-03-31 $366k 1.0k 366.43
2023-12-31 $366k 1.2k 295.67
2023-09-30 $338k 1.2k 273.00

More positions owned by Greenup Street Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Victory Portfolios Ii Core Bd Etf (UITB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Bd Index Fds Long Term Bond (BLV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Greenup Street 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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar