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Caterpillar shares owned by WPG Advisers

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

Historical chart of WPG Advisers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by WPG Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $132k 276 477.15

More positions owned by WPG Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sila Realty Trust Common Stock (SILA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WPG Advisers

Top funds holding Caterpillar

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

View all funds holding Caterpillar