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Caterpillar shares owned by Libra Wealth

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

Historical chart of Libra Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Libra Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $285k 268 1064.90

More positions owned by Libra Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
NVIDIA Corporation (NVDA)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Libra Wealth

Top funds holding Caterpillar

California State Teachers Retirement System
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates

View all funds holding Caterpillar