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Caterpillar shares owned by Johnson & White Wealth Management

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

Historical chart of Johnson & White Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 196 1064.90

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Broadcom (AVGO)

View all positions for Johnson & White Wealth Management

Top funds holding Caterpillar

BlackRock
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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
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar