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Caterpillar shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $261k 1.5k 179.01

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar