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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

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

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Quarterly reported holdings in Caterpillar by Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $341k 596 572.87
2025-09-30 $273k 572 477.15
2025-06-30 $217k 560 388.21
2024-12-31 $202k 557 362.76
2024-09-30 $216k 551 391.12

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Unique Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar