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Caterpillar shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 696 312.80
2020-03-31 $94k 807 116.48
2019-12-31 $125k 848 147.41

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

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