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Caterpillar shares owned by OneAscent Investment Solutions

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

Historical chart of OneAscent Investment Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by OneAscent Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 856 477.15
2025-06-30 $308k 793 388.40

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Taiwan Semiconductor Mfg Sponsored Ads (TSM)
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Rio Tinto Sponsored Adr (RIO)
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Hdfc Bank Sponsored Ads (HDB)
Amazon (AMZN)

View all positions for OneAscent Investment Solutions

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