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Caterpillar shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by MBE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 526 391.43
2020-03-31 $2.0k 25 80.00

More positions owned by MBE Wealth Management

Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Defined (DRSK)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for MBE Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar