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Caterpillar shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 330 708.56

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Blackrock Muniyield Insured Fund (MYI)
BlackRock MuniHoldings Fund (MHD)
Eaton Vance Mun Income Tr Sh Ben Int (EVN)
Blackrock Income Tr Com New (BKT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ge Aerospace Com New (GE)

View all positions for Melfa 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
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Caterpillar