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Caterpillar shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $366k 517 708.46

More positions owned by Invenio Wealth Partners

Ishares Msci Intl Value Factor Etf Etf (IVLU)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Core Bond Etf Etf (VCRB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Nvidia Corporation Stock (NVDA)
State Street Spdr S&p 500 Etf Etf (SPY)
Real Estate Select Sector SPDR Etf (XLRE)

View all positions for Invenio Wealth Partners

Top funds holding Caterpillar

Vanguard Group
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Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Citadel Advisors
Wellington Management Company
Invesco

View all funds holding Caterpillar