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Caterpillar shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2026-06-30 $928k 871 1065.44
2026-03-31 $275k 388 709.08

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Onea Core Bd Etf (OACP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Unified Ser Tr Oneascent Large (OALC)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for OneAscent Family Office

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