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Caterpillar shares owned by TopTier Wealth Management

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

Historical chart of TopTier Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by TopTier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 60 703.43

More positions owned by TopTier Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Fund (EES)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Wisdomtree Tr Intl Equity Fd (DWM)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for TopTier 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
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Ubs Global Asset Management Americas

View all funds holding Caterpillar