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Caterpillar shares owned by Mascagni Wealth Management

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

Historical chart of Mascagni Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Mascagni Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 370 573.14
2024-12-31 $134k 369 362.27

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Invesco S&p Midcap Quality Etf Etf (XMHQ)
Ishares High Yield Bond Etf Etf (HYDB)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)
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Capital Group Core Balanced Etf Etf (CGBL)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Vaneck Semiconductor Etf Etf (SMH)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Spdr S&p 500 Growth Etf Etf (SPYG)

View all positions for Mascagni 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
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar