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Caterpillar shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $376k 353 1064.90

More positions owned by One Wealth Capital Management

Microsoft Corporation Put Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom Put Option (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Long Term Muni (LMUB)
Alphabet Cap Stk Cl C Put Option (GOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon Put Option (AMZN)

View all positions for One Wealth Capital Management

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