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Caterpillar shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 274 1068.50

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Spdr Series Trust ST STR SP600SM C (SLYV)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Tapestry (TPR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for My Purposeful Wealth Corp.

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar