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Caterpillar shares owned by WealthCare Asset Management

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

Historical chart of WealthCare Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by WealthCare Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 1.4k 1064.90

More positions owned by WealthCare Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
O'reilly Automotive (ORLY)
Apple (AAPL)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Select Sector Spdr Tr St Str Care Etf (XLV)
Innovator Etfs Trust Equit Protn May (ZMAY)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Latn Amer 40 Etf (ILF)
Wal-Mart Stores (WMT)
NVIDIA Corporation (NVDA)
United Sts Gasoline Units (UGA)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)

View all positions for WealthCare Asset 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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar