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Caterpillar shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $582k 2.0k 292.29
2023-09-30 $209k 777 268.80
2021-06-30 $200k 920 217.39

More positions owned by Fortress Wealth Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20+ Year Tr Bd (TLTW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Fortress Wealth Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar