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Caterpillar shares owned by Parkway Wealth Management Group

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

Historical chart of Parkway Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Parkway Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $710k 1.2k 573.08

More positions owned by Parkway Wealth Management Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Etf Ser Solutions Defiance Quantum (QTUM)
Global X Fds Defense Tech Etf (SHLD)
Ishares Tr Msci Euro Fl Etf (EUFN)
Ishares Msci Italy Etf (EWI)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Global X Fds Global X Uranium (URA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Series Trust State Street Spd (SPYG)

View all positions for Parkway Wealth Management Group

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