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Caterpillar shares owned by Good Steward Wealth Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Good Steward Wealth Advisors from 13F filings

Historical chart of Good Steward Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Good Steward Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Good Steward Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $557k 972 572.87
2025-09-30 $485k 1.0k 477.15
2025-06-30 $393k 1.0k 388.21
2025-03-31 $332k 1.0k 329.80

More positions owned by Good Steward Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Scm Trust Shelton Eqt Pre (SEPI)
Vaneck Etf Trust Preferred Securt (PFXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds X Emerging Mkt (EMBD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Good Steward Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar