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Caterpillar shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $416k 1.1k 364.00
2024-09-30 $406k 1.1k 379.70
2024-06-30 $213k 624 341.72
2024-03-31 $202k 591 342.04

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Facet Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar