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Caterpillar shares owned by Quadcap Wealth Management

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

Historical chart of Quadcap Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 2.6k 391.00
2024-03-31 $972k 2.7k 366.49
2023-12-31 $843k 2.9k 295.67

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quadcap Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar