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Caterpillar shares owned by MFA Wealth Services

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

Historical chart of MFA Wealth Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by MFA Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $768M 1.3k 572688.29

More positions owned by MFA Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Fundamental Smal (FFSM)
Amgen (AMGN)

View all positions for MFA Wealth Services

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
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