Dynasty Wealth Management »

Caterpillar shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Dynasty Wealth Management 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 353 707.60
2018-09-30 $230k 1.5k 152.52

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ab Active Etfs Emerging Mkts Op (EMOP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Dynasty Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar