Prevail Innovative Wealth Advisors »

Caterpillar shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Prevail Innovative Wealth Advisors 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $334k 313 1065.61

More positions owned by Prevail Innovative Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Commodity Stgy (PIT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
O'reilly Automotive (ORLY)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks Com Shs (ANET)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Nextera Energy (NEE)
Uber Technologies (UBER)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Caterpillar

California State Teachers Retirement System
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

View all funds holding Caterpillar