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Caterpillar shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $601k 1.3k 477.30
2025-06-30 $488k 1.3k 388.23
2024-12-31 $671k 1.9k 353.69
2024-09-30 $382k 976 391.30

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Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
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Capital Group Core Equity Et Shs Creation Uni (CGUS)
United Security Bancshares (UBFO)
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Pimco Etf Tr Ultra Short Govt (BILZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bridgewealth Advisory Group

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