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Caterpillar shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $523k 737 709.38

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB F/m Us Treasury (TBIL)
Sprott Asset Management Physical Silver (PSLV)
Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchange-traded SHS (FVD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Indxx Aerospace (MISL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Proactive Wealth Strategies

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar