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Caterpillar shares owned by Landmark Wealth Management

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

Historical chart of Landmark Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 500 477.15

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Bloomberg Enhncd (CERY)
Spdr Series Trust Bloomberg High Y (JNK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Landmark Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar