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Caterpillar shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 421 477.15
2024-09-30 $228k 584 391.12
2024-03-31 $214k 584 366.43

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)

View all positions for ForthRight 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