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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

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Quarterly reported holdings in Caterpillar by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
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)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Forza 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