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Caterpillar shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by WT Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $260k 244 1064.90

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Tidal Trust Iii Vist Elec Su Etf (POW)
Harbor Etf Trust Ares Systematic (SIHY)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for WT Wealth Management

Top funds holding Caterpillar

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
Bank of America Corporation

View all funds holding Caterpillar