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Caterpillar shares owned by Wealth Watch Advisors

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

Historical chart of Wealth Watch Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Wealth Watch Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 2.2k 708.40
2025-12-31 $2.1k 3.1k 0.68
2025-09-30 $1.5M 3.1k 477.24
2025-06-30 $1.0M 3.8k 265.79

More positions owned by Wealth Watch Advisors

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Spdr Series Trust State Street Spd (BIL)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Graniteshares Platinum Tr Shs Ben Int (PLTM)
Ishares Gold Tr Ishares New (IAU)
Tidal Trust I Zega Buy And Hed (ZHDG)
First Tr Exchange-traded Vest Laddered (ACYN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Wealth Watch Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar