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Caterpillar shares owned by Dechtman Wealth Management

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

Historical chart of Dechtman Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Dechtman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $309k 852 362.80
2024-09-30 $258k 660 390.91
2024-06-30 $219k 657 333.08
2024-03-31 $240k 655 366.21

More positions owned by Dechtman Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Val Etf (MGV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)

View all positions for Dechtman 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