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Caterpillar shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 327 709.03
2024-09-30 $202k 517 391.12
2024-06-30 $219k 658 333.10
2024-03-31 $223k 608 366.43

More positions owned by Towerpoint Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
T Rowe Price Etf Qm Us Bond Etf (TAGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Series Trust State Street Spd (KOMP)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Gold Tr Ishares New (IAU)
Eli Lilly & Co. (LLY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Towerpoint 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
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar