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Caterpillar shares owned by Urban Wealth Management

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

Historical chart of Urban Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Urban Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 211 1064.90
2020-12-31 $300k 1.6k 182.26

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Apple (AAPL)
NVIDIA Corporation (NVDA)
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Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Ishares Tr Us Infrastruc (IFRA)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
DaVita (DVA)
Ishares Tr Core S&p Scp Etf (IJR)
Costco Wholesale Corporation (COST)
J P Morgan Exchange Traded F Infl Mana Bd Etf (JCPI)

View all positions for Urban Wealth Management

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
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors

View all funds holding Caterpillar