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Caterpillar shares owned by Hemington Wealth Management

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

Historical chart of Hemington Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Hemington Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 583 476.84
2025-06-30 $213k 549 387.98
2025-03-31 $182k 552 329.71
2024-12-31 $185k 512 361.33
2024-09-30 $177k 473 374.21

More positions owned by Hemington Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Dimensional Us (DXUV)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Dimensional Intl (DXIV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Hemington 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