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Caterpillar shares owned by Fiscal Wisdom Wealth Management

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

Historical chart of Fiscal Wisdom Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $397k 693 572.87
2025-09-30 $361k 703 513.91

More positions owned by Fiscal Wisdom Wealth Management

Gold Resource Corporation (GORO)
Endeavour Silver Corp (EXK)
Dakota Gold Corp (DC)
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE)
Spdr Series Trust State Street Spd (SPYM)
Equinox Gold Corp equities (EQX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Silvercorp Metals (SVM)
Apple (AAPL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Purecycle Technologies (PCT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Microsoft Corporation (MSFT)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar