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Caterpillar shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 1.4k 708.44

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Top funds holding Caterpillar

Vanguard Group
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
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar