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Caterpillar shares owned by LFG Wealth Partners

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

Historical chart of LFG Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by LFG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 2.5k 708.34

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View all positions for LFG Wealth Partners

Top funds holding Caterpillar

Vanguard Group
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Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar