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Caterpillar shares owned by Higgins & Schmidt Wealth Strategies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Higgins & Schmidt Wealth Strategies from 13F filings

Historical chart of Higgins & Schmidt Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Higgins & Schmidt Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Higgins & Schmidt Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 357 572.87

More positions owned by Higgins & Schmidt Wealth Strategies

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchange-traded SHS (FVD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Higgins & Schmidt Wealth Strategies

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