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Caterpillar shares owned by Meridian Wealth Partners

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

Historical chart of Meridian Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 374 572.25
2021-09-30 $26k 136 189.39
2021-03-31 $31k 134 230.77
2020-12-31 $22k 120 183.33

More positions owned by Meridian Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Value (VLUE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Meridian Wealth Partners

Top funds holding Caterpillar

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Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar