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Caterpillar shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by WealthCare Investment Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $265k 249 1065.23

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Ishares Tr Us Aer Def Etf (ITA)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for WealthCare Investment Partners

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
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar