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Caterpillar shares owned by Owl Creek Wealth Partners

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Owl Creek Wealth Partners from 13F filings

Historical chart of Owl Creek Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Owl Creek Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Owl Creek Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $276k 389 708.46

More positions owned by Owl Creek Wealth Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Owl Creek Wealth Partners

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