PUREfi Wealth »

Caterpillar shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 190 1064.90

More positions owned by PUREfi Wealth

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Stryker Corporation (SYK)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for PUREfi Wealth

Top funds holding Caterpillar

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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar