Palatine Hill Wealth Management »

Caterpillar shares owned by Palatine Hill Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Palatine Hill Wealth Management from 13F filings

Historical chart of Palatine Hill Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Palatine Hill Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Palatine Hill Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $250k 235 1064.90

More positions owned by Palatine Hill Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ark 21shares Bitcoin Etf Etf (ARKB)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard S&p 500 Etf Etf (VOO)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Tesla Stock (TSLA)
Franklin Municipal High Yield Etf Etf (FTMH)
Amazon Stock (AMZN)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Microsoft Corp Stock (MSFT)
Bitwise Bitcoin Etf Trust Etf (BITB)

View all positions for Palatine Hill Wealth Management

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