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Caterpillar shares owned by Financial Network Wealth Advisors

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

Historical chart of Financial Network Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Financial Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 629 391.12
2024-06-30 $210k 630 333.09

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)
Vaneck Etf Trust High Yld Munietf (HYD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Glacier Ban (GBCI)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Aim Etf Products Trust Allianzim Us Lrg (SIXO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Financial Network Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar