Unique Wealth »

Caterpillar shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 551 391.12

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar