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Caterpillar shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 559 476.74
2025-06-30 $234k 602 388.38
2024-12-31 $218k 602 362.58
2024-09-30 $255k 652 391.39
2024-06-30 $221k 664 333.18
2024-03-31 $269k 735 366.38
2023-12-31 $224k 765 292.25

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstar Grwt (ILCG)
Apple (AAPL)
Home Depot (HD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Genuine Parts Company (GPC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for LongView Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar