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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
2026-06-30 $400k 375 1066.11
2026-03-31 $270k 380 709.25
2025-12-31 $215k 375 573.52

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Blackrock Util & Infrastrctu (BUI)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pursuit Wealth Strategies

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
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar