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Caterpillar shares owned by Stony Point Wealth Management

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

Historical chart of Stony Point Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Stony Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 192 1064.36

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Microsoft Corporation (MSFT)
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Wp Carey (WPC)
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Vulcan Materials Company (VMC)
Emcor (EME)
Vanguard Whitehall Fds High Div Yld (VYM)
Altria (MO)

View all positions for Stony Point 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