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Caterpillar shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth Advisory investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 318 708.25
2023-03-31 $237k 1.0k 228.81
2022-12-31 $381k 1.6k 239.52
2022-09-30 $246k 1.5k 164.11

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
American Centy Etf Tr Avantis Core Fi (AVIG)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)
Apple (AAPL)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Centennial Wealth Advisory

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar