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Caterpillar shares owned by Kondo Wealth Advisors

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

Historical chart of Kondo Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Kondo Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 752 477.15
2025-06-30 $289k 738 390.92
2025-03-31 $243k 737 329.80
2024-12-31 $323k 891 362.76

More positions owned by Kondo Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Cathay General Ban (CATY)

View all positions for Kondo Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar