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Caterpillar shares owned by Provident Wealth Management

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

Historical chart of Provident Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Provident Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 239 1064.90

More positions owned by Provident Wealth Management

T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Div Grwth (DGRO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Wisdomtree Tr Us Midcap Fund (EZM)
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Provident Wealth Management

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