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Caterpillar shares owned by Quaker Wealth Management

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

Historical chart of Quaker Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 354 477.15
2025-06-30 $137k 354 388.21
2025-03-31 $217k 658 329.80
2024-09-30 $216k 553 391.12

More positions owned by Quaker Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Quaker Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar