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Caterpillar shares owned by Hel Ved Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Hel Ved Capital Management from 13F filings

Historical chart of Hel Ved Capital Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Hel Ved Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Hel Ved Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 8.5k 572.87

More positions owned by Hel Ved Capital Management

Vaneck Etf Trust Semiconductr Etf Put Option (SMH)
Micron Technology Call Option (MU)
Lumentum Hldgs (LITE)
Tesla Motors Call Option (TSLA)
Coherent Corp (COHR)
Ciena Corp Com New (CIEN)
Primoris Services (PRIM)
Solstice Advanced Matls Com Shs (SOLS)
Pony Ai Sponsored Ads (PONY)
Legence Corp Cl A (LGN)
Sandisk Corp (SNDK)
Argan (AGX)
Quanta Services (PWR)
Applied Materials (AMAT)
Entegris (ENTG)

View all positions for Hel Ved Capital Management

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
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