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Caterpillar shares owned by Sculati Wealth Management

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

Historical chart of Sculati Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 270 880.28

More positions owned by Sculati Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Dimensional Etf Trust Internatnal Val (DFIV)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs (GS)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Morgan Stanley Com New (MS)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)

View all positions for Sculati Wealth Management

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