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Caterpillar shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.5k 477.15
2018-09-30 $22k 145 151.72
2018-03-31 $21k 145 144.83

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfli Intrmdit (SPTI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for O'Brien Wealth Partners

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