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Caterpillar shares owned by Members Wealth

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

Historical chart of Members Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Members Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 295 808.87

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Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
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Vanguard Index Fds Mid Cap Etf (VO)
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Ishares Tr Rus 1000 Etf (IWB)
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Ishares Tr Ibonds Dec 2031 (IBDW)

View all positions for Members Wealth

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