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Caterpillar shares owned by MN Wealth Advisors

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

Historical chart of MN Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 524 391.62

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Avantis U.s. Equity Etf Etf (AVUS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Income Etf Etf (JPIE)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for MN Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar