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Caterpillar shares owned by Market Street Wealth Management Advisors

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

Historical chart of Market Street Wealth Management Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 307 709.05

More positions owned by Market Street Wealth Management Advisors

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Market Street Wealth Management Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
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
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar