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Caterpillar shares owned by Wealthgarden F.s

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthgarden F.s from 13F filings

Historical chart of Wealthgarden F.s investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Wealthgarden F.s consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 229 1063.14
2024-09-30 $1.9M 4.8k 391.08

More positions owned by Wealthgarden F.s

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Apple (AAPL)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust St Term High Etf (SJNK)

View all positions for Wealthgarden F.s

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