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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

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Quarterly reported holdings in Caterpillar by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
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)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar