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Caterpillar shares owned by Ptm Wealth Management

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

Historical chart of Ptm Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 280 721.74

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Select Sector Spdr Tr State Street Tec (XLK)
Ssga Active Etf Tr State Street Ult (ULST)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Us Sml Cap Eqt (SMLF)
John Hancock Exchange Traded Preferred Income (JHPI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

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