Twin Peaks Wealth Advisors »

Caterpillar shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $349k 470 741.95
2025-06-30 $144k 348 412.58

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 100 Etf Etf (OEF)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)

View all positions for Twin Peaks Wealth Advisors

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