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Caterpillar shares owned by Next Level Wealth Planning

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Next Level Wealth Planning from 13F filings

Historical chart of Next Level Wealth Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 630 477.15
2025-06-30 $233k 600 388.21
2025-03-31 $202k 612 329.80
2024-12-31 $218k 600 362.76

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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