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Caterpillar shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 213 1064.90

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Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
Navan Cl A (NAVN)
Sprott Asset Management Physical Gold Tr (PHYS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr S&p 500 Val Etf (IVE)
Sprott Asset Management Physical Gold An (CEF)
Vanguard Index Fds Value Etf (VTV)
Applied Materials (AMAT)
Johnson & Johnson (JNJ)
Invesco Currencyshares Swiss Swiss Franc (FXF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Sonoma Private Wealth

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