Krm Wealth Management »

Caterpillar shares owned by Krm Wealth Management

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

Historical chart of Krm Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Krm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 1.8k 572.86

More positions owned by Krm Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Krm Wealth Management

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
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar