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Caterpillar shares owned by WP Advisors

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

Historical chart of WP Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by WP Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 373 572.37

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Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar