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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
2026-03-31 $357k 504 708.63

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Wisdomtree Tr Wisdomtree Us Va (WTV)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Tcw Etf Trust Flexible Income (FLXR)
Capital Group Dividend Growe Shs Etf (CGDG)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Onyx Bridge Wealth Group

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar