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Caterpillar shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $374k 652 572.87

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Grwth Ind (MGK)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded SHS (FDL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Univrsl Usd (IUSB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for Bennett Associates Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
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