Lorne Steinberg Wealth Management »

Caterpillar shares owned by Lorne Steinberg Wealth Management

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

Historical chart of Lorne Steinberg Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Lorne Steinberg Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 250 1064.90

More positions owned by Lorne Steinberg Wealth Management

Rbc Cad (RY)
Alphabet Inc Class A cs (GOOGL)
Tor Dom Bk Cad (TD)
Bank Of Montreal Cadcom (BMO)
Cibc Cad (CM)
Taiwan Semiconductor Mfg Sponsored Adr (TSM)
Canadian Natl Ry (CNI)
Tc Energy Corp (TRP)
Canadian Pacific Kansas City (CP)
Microsoft Corporation (MSFT)
Cisco Systems (CSCO)
Sun Life Financial (SLF)
JPMorgan Chase & Co. (JPM)
Amazon.Com Cap Stk Cl C (AMZN)
Allstate Corporation (ALL)

View all positions for Lorne Steinberg Wealth Management

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar