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Caterpillar shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $265k 374 708.46
2016-12-31 $213k 2.3k 92.61
2011-09-30 $1.1M 15k 73.82
2011-03-31 $2.1M 19k 111.36

More positions owned by WESPAC Advisors

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Select Sector Spdr Tr State Street Ene (XLE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (BIL)
Merck & Co (MRK)
Apple (AAPL)
Etf Opportunities Trust Hedgeye Capital (HECA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Series Trust State Street Spd (SDY)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for WESPAC 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