Cook Wealth Management Group »

Caterpillar shares owned by Cook Wealth Management Group

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

Historical chart of Cook Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 809 379.24
2024-06-30 $279k 809 344.30
2024-03-31 $271k 809 335.44
2023-12-31 $235k 809 290.68
2023-06-30 $209k 809 258.30

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr National Mun Etf (MUB)
Global X Fds Nasdaq 100 Cover (QYLD)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Microsoft Corporation (MSFT)
Erie Indty Cl A (ERIE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

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