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Caterpillar shares owned by Innova Wealth Partners

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

Historical chart of Innova Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Innova Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 534 572.87

More positions owned by Innova Wealth Partners

Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tidal Trust Ii Return Stckd Us (RSST)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Uti (XLU)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Innova Wealth Partners

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
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar