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Caterpillar shares owned by PACK Private Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by PACK Private Wealth from 13F filings

Historical chart of PACK Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by PACK Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by PACK Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $294k 276 1064.90

More positions owned by PACK Private Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Gra (GGG)
Spdr Index Shs Fds St Str Nat Etf (GNR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Eafe (IEFA)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Chart Industries (GTLS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for PACK Private Wealth

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