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Caterpillar shares owned by Private Wealth Group

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

Historical chart of Private Wealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 289 708.46

More positions owned by Private Wealth Group

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SPTS)
Spdr Series Trust State Street Spd (SPYV)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SDY)
Spdr Series Trust State Street Spd (SPSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPTI)
Tate Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTL)

View all positions for Private Wealth Group

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
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar