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Caterpillar shares owned by Horizons Wealth Management

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

Historical chart of Horizons Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Horizons Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $98k 250 390.41
2024-06-30 $87k 250 347.00
2024-03-31 $62k 211 295.03
2023-09-30 $58k 211 272.41
2023-06-30 $52k 211 245.52

More positions owned by Horizons Wealth Management

Vanguard Large-cap Etf Etf (VV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Total International Bond Etf Etf (BNDX)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)

View all positions for Horizons 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