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Caterpillar shares owned by Maridea Wealth Management

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

Historical chart of Maridea Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 1.9k 573.02
2025-09-30 $233k 439 530.99

More positions owned by Maridea Wealth Management

Spdr Series Trust State Street Spd (BIL)
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)
Absolute Shs Tr Wbi Pwr Factor (WBIY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Iren Ordinary Shares (IREN)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Graniteshares Gold Tr Shs Ben Int (BAR)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Maridea 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