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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
2024-12-31 $260k 717 362.99
2024-09-30 $206k 526 391.43
2020-03-31 $2.0k 25 80.00

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
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)
Etf Ser Solutions Aptus Defined (DRSK)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MBE Wealth Management

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar