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Caterpillar shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 523 476.73
2025-06-30 $203k 523 387.86
2024-12-31 $210k 579 362.47
2024-09-30 $226k 579 390.81

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth Management

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