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Caterpillar shares owned by IronOak Wealth

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

Historical chart of IronOak Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by IronOak Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 5.6k 362.75

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Top funds holding Caterpillar

Vanguard Group
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Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
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