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Caterpillar shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $436k 761 572.70

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NVIDIA Corporation (NVDA)
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Spdr Gold Tr Gold Shs (GLD)
Wal-Mart Stores (WMT)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Silver Tr Ishares (SLV)
First Tr Exchange-traded Dj Internt Idx (FDN)
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View all positions for MGB Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
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