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Caterpillar shares owned by Noble Wealth Management PBC

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

Historical chart of Noble Wealth Management PBC investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-03-31 $12k 36 329.81
2024-12-31 $31k 86 362.76

More positions owned by Noble Wealth Management PBC

Apple Stock (AAPL)
Fidelity Investment Grade Bond Etf Etf (FIGB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Spdr Gold Shares Etf (GLD)
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)
Flaherty & Crumrine Total Retu Cef (FLC)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)
Pimco Income Strategy Fd Ii Cef (PFN)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)

View all positions for Noble Wealth Management PBC

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