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Caterpillar shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $423k 597 708.46

More positions owned by TSA Wealth Managment

Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for TSA Wealth Managment

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
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar