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Caterpillar shares owned by Fiduciary Wealth Partners

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

Historical chart of Fiduciary Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $362k 758 477.45
2025-06-30 $280k 721 388.46
2025-03-31 $45k 137 329.80

More positions owned by Fiduciary Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Intermediate-term Bond Etf (BIV)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Powershares Qqq Tr Etf (QQQ)
Ishares Russell 3000 Etf Etf (IWV)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fiduciary Wealth Partners

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