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Caterpillar shares owned by LeConte Wealth Management

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

Historical chart of LeConte Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by LeConte Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 696 573.13
2025-09-30 $327k 684 477.28
2025-06-30 $225k 580 388.21

More positions owned by LeConte Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Internl Divid (SCHY)
Invesco Advantage Mun Income Sh Ben Int (VKI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Broad Usd High (USHY)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for LeConte Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar