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Caterpillar shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 2.8k 477.22
2025-06-30 $1.0M 2.7k 388.16
2025-03-31 $853k 2.6k 330.26

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)

View all positions for Lineweaver Wealth Advisors

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