Meadowbrook Wealth Management »

Caterpillar shares owned by Meadowbrook Wealth Management

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

Historical chart of Meadowbrook Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Meadowbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $558k 1.2k 477.15

More positions owned by Meadowbrook Wealth Management

Amazon.com Large US Bl Eq (AMZN)
Shopify Inc Cl A Large For Eq (SHOP)
Applovin Corp Cl A Large US Gro Eq (APP)
Nvidia Corp Large US Gro Eq (NVDA)
Abbvie Large US Val Eq (ABBV)
Ge Aerospace Large US Gro Eq (GE)
Microsoft Corp Large US Bl Eq (MSFT)
Robinhood Markets Inc Cl A Large US Gro Eq (HOOD)
Nebius Group N V Cl A Large For Eq (NBIS)
Coreweave Inc Cl A Large US Gro Eq (CRWV)
Visa Inc Cl A Large US Bl Eq (V)
Jpmorgan Chase & Co Large US Val Eq (JPM)
Broadcom Large US Gro Eq (AVGO)
Goldman Sachs Group Large US Val Eq (GS)
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD)

View all positions for Meadowbrook 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