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Caterpillar shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $534k 501 1064.90

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab U.s. Large-cap Etf Etf (SCHX)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Active Growth Etf Etf (JGRO)
Schwab International Small-cap Equity Etf Etf (SCHC)
Apple Stock (AAPL)
Vanguard Morningstar Small-cap Etf Etf (VB)
Nvidia Corporation Stock (NVDA)

View all positions for Keyvantage Wealth

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar