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Caterpillar shares owned by Waddell & Associates

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $393k 686 572.87
2021-06-30 $372k 1.7k 217.93

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FedEx Corporation (FDX)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Global X Fds Adaptive Us (AUSF)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Waddell & Associates

Top funds holding Caterpillar

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

View all funds holding Caterpillar