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Caterpillar shares owned by U S Wealth Group

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

Historical chart of U S Wealth Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 1.0k 1064.90

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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