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Caterpillar shares owned by Three Seasons Wealth

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

Historical chart of Three Seasons Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Three Seasons Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $682k 1.2k 572.87

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr U.s. Tech Etf (IYW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 2000 Etf (IWM)
Proshares Tr Pshs Ult S&p 500 (SSO)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Three Seasons Wealth

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar