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Caterpillar shares owned by MOKAN Wealth Management

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

Historical chart of MOKAN Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by MOKAN Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 471 477.51

More positions owned by MOKAN Wealth Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Merck & Co (MRK)
Abbvie (ABBV)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)

View all positions for MOKAN Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
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

View all funds holding Caterpillar