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Caterpillar shares owned by Peck Wealth Management

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

Historical chart of Peck Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Peck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $310k 437 708.46
2025-12-31 $250k 437 572.87
2025-09-30 $209k 437 477.15

More positions owned by Peck Wealth Management

Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Apple (AAPL)
Jpmorgan Income Etf Etf (JPIE)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Invesco Aerospace & Defense Etf Etf (PPA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Jpmorgan Active Bond Etf Etf (JBND)
Global X U.s. Infrastructure Development Etf Etf (PAVE)
Amazon (AMZN)
International Business Machines (IBM)
Jpmorgan International Research Enhanced Equityetf Etf (JIRE)
Invesco Large Cap Growthetf Etf (PWB)
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)
Tesla Motors (TSLA)

View all positions for Peck Wealth Management

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