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Caterpillar shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 400 572.87

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (SPYD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Broad Usd High (USHY)

View all positions for Innovative Wealth Building

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