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Caterpillar shares owned by Qp Wealth Management

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

Historical chart of Qp Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Qp Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $404k 706 572.87

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Meta Platforms Cl A (META)
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Ishares Tr Rusel 2500 Etf (SMMD)
Palantir Technologies Cl A (PLTR)
Ge Aerospace Com New (GE)
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View all positions for Qp Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar