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Caterpillar shares owned by Platt Wealth Management

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

Historical chart of Platt Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 3.3k 572.75

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt Wealth Management

Top funds holding Caterpillar

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

View all funds holding Caterpillar