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Caterpillar shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 300 708.46
2024-12-31 $198k 546 362.76

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Intl Qualty (IQLT)
T Rowe Price Etf Cap Appreciation (TCAF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Wingate Wealth 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