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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
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)
Proshares Tr S&p 500 Dv Arist (NOBL)
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)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr Russ 2000 Divd (SMDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)

View all positions for ForthRight Wealth Management

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