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Caterpillar shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by WorthPointe

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 191 1064.90

More positions owned by WorthPointe

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Series Trust St Sho Treas Etf (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for WorthPointe

Top funds holding Caterpillar

California State Teachers Retirement System
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

View all funds holding Caterpillar