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Caterpillar shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Uniting Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $715k 1.5k 477.15
2025-06-30 $376k 969 388.21
2025-03-31 $320k 969 329.80
2024-12-31 $352k 969 362.76

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Limited Duration (FSIG)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Uniting Wealth Partners

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar