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Caterpillar shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 7.3k 572.87
2023-09-30 $3.6M 13k 273.00

More positions owned by Surience Private Wealth

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ge Aerospace Com New (GE)
Raytheon Technologies Corp (RTX)
Amazon (AMZN)
Goldman Sachs (GS)
Caterpillar (CAT)
International Business Machines (IBM)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vale S A Sponsored Ads (VALE)
Spdr Series Trust State Street Spd (JNK)

View all positions for Surience Private Wealth

Top funds holding Caterpillar

Vanguard Group
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Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
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Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar