Forza Wealth Management »

Caterpillar shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 573 477.15
2025-06-30 $222k 573 388.21
2024-12-31 $268k 738 362.76
2024-09-30 $279k 713 391.12

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Mcp Etf (IJH)
Cisco Systems (CSCO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Forza 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