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Caterpillar shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.5k 22 388.23
2025-03-31 $4.5k 15 301.00
2024-12-31 $4.7k 13 362.77

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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