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Caterpillar shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 830 366.45

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar