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Caterpillar shares owned by Significant Wealth Partners

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

Historical chart of Significant Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Significant Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 500 477.15
2024-12-31 $221k 609 362.78

More positions owned by Significant Wealth Partners

Elevation Series Trust Trueshares Activ (ERNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Amazon (AMZN)
Proshares Tr Ultrapro Qqq (TQQQ)
Constellation Energy (CEG)
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ionis Pharmaceuticals (IONS)

View all positions for Significant 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