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Caterpillar shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 391 708.46

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Core Msci Emkt (IEMG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Grand Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar