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Caterpillar shares owned by Stronghold Wealth Management

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

Historical chart of Stronghold Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Stronghold Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $376k 531 708.43

More positions owned by Stronghold Wealth Management

State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Preferred & Income Securities Etf Etf (PFF)
Blackstone Secd Lending Cef (BXSL)
Ishares Russell 2000 Growth Etf Etf (IWO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Apple Stock (AAPL)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Etf Etf (IWB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Stronghold Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar