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Caterpillar shares owned by Cannon Wealth Management Services

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

Historical chart of Cannon Wealth Management Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 783 391.12

More positions owned by Cannon Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio Short (SPSB)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Pfd And Incm Sec (PFF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cannon Wealth Management Services

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar