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Caterpillar shares owned by Tred Avon Family Wealth

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

Historical chart of Tred Avon Family Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 225 1066.26

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tred Avon Family Wealth

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar