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Caterpillar shares owned by BWM Planning

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by BWM Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 194 1070.22

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Trust Ii Return Stckd Us (RSST)

View all positions for BWM Planning

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar