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Caterpillar shares owned by Fmb Wealth Management

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

Historical chart of Fmb Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Fmb Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 493 477.26
2022-12-31 $280k 1.2k 239.56

More positions owned by Fmb Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Dimensional Us (DXUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Dimensional Intl (DXIV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)

View all positions for Fmb Wealth Management

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