FirstPurpose Wealth »

Caterpillar shares owned by FirstPurpose Wealth

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

Historical chart of FirstPurpose Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by FirstPurpose Wealth 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 FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 580 372.07

More positions owned by FirstPurpose Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Prog Holdings Com Npv (PRG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Phillips Edison & Co Common Stock (PECO)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for FirstPurpose 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
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar