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Caterpillar shares owned by Master's Wealth Management

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

Historical chart of Master's Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Master's Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $479k 1.0k 477.22
2025-06-30 $364k 938 388.30
2025-03-31 $348k 1.1k 329.89
2024-12-31 $352k 971 362.91

More positions owned by Master's Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Series Trust Bloomberg Short (BWZ)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Global Cr Etf (DGCB)
Apple (AAPL)
Regions Financial Corporation (RF)
Parker-Hannifin Corporation (PH)
Arthur J. Gallagher & Co. (AJG)

View all positions for Master's 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