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Caterpillar shares owned by Oak Barrel Wealth Advisory

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Oak Barrel Wealth Advisory from 13F filings

Historical chart of Oak Barrel Wealth Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Oak Barrel Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $291k 273 1064.90

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
Blackrock Etf Trust Isha I In Te Etf (BAI)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Etf (USMV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Oak Barrel Wealth Advisory

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar