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Caterpillar shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $877k 2.3k 379.19
2024-06-30 $702k 2.2k 320.81
2024-03-31 $717k 2.2k 327.40

More positions owned by Bright Futures Wealth Management

Spdr Ser Tr S&p Regl Bkg (KRE)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amazon (AMZN)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
Apple (AAPL)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl C (GOOG)
M&T Bank Corporation (MTB)

View all positions for Bright Futures Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar