Parkwoods Wealth Partners »

Caterpillar shares owned by Parkwoods Wealth Partners

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

Historical chart of Parkwoods Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Parkwoods Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $335k 315 1064.90

More positions owned by Parkwoods Wealth Partners

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Parkwoods Wealth Partners

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