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Caterpillar shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 634 477.16
2025-06-30 $233k 599 388.21

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NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar