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Caterpillar shares owned by Kassira Wealth Management

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

Historical chart of Kassira Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Kassira Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 460 477.15

More positions owned by Kassira Wealth Management

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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
British Amern Tob Sponsored Adr (BTI)
Pfizer (PFE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust S&p Biotech (XBI)
Cloudflare Cl A Com (NET)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Kassira Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
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
Bank of New York Mellon

View all funds holding Caterpillar