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Caterpillar shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 375 573.52

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Ishares Tr Core Msci Eafe (IEFA)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Leidos Holdings (LDOS)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Oracle Corporation (ORCL)
International Business Machines (IBM)
Blackrock Util & Infrastrctu (BUI)

View all positions for Pursuit 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