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Caterpillar shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $646k 1.1k 572.72
2025-09-30 $535k 1.1k 477.23
2025-06-30 $415k 1.1k 388.17

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Apple (AAPL)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Adamsbrown Wealth Consultants

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
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar