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Caterpillar shares owned by Crusonia Wealth Advisors

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

Historical chart of Crusonia Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Crusonia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 682 572.87

More positions owned by Crusonia Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Victory Portfolios Ii Core Intermediat (UITB)
First Tr Exchange-traded A Com Shs (FEX)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
First Tr Exchange-traded A Com Shs (FYX)

View all positions for Crusonia Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar