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Caterpillar shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Onyx Bridge Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $570k 535 1065.49
2026-03-31 $357k 504 708.63

More positions owned by Onyx Bridge Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Wisdomtree Tr Us Value Fd (WTV)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Index Fds Growth Etf (VUG)
Thornburg Etf Tr Multi Sector Bd (TMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Onyx Bridge Wealth Group

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