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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
2025-09-30 $251k 526 477.51
2024-09-30 $205k 524 391.62

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Active Growth Etf Etf (JGRO)
First Eagle Global Equity Etf Etf (FEGE)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)
Jpmorgan Income Etf Etf (JPIE)

View all positions for MN Wealth Advisors

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
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Caterpillar