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Caterpillar shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 21k 477.15
2025-06-30 $8.2M 21k 388.21
2024-12-31 $7.1M 20k 362.77

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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