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Caterpillar shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 88 391.13
2024-06-30 $29k 88 333.10
2024-03-31 $32k 88 366.43
2023-12-31 $26k 88 300.31

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Pepsico Stock (PEP)
Diamondback Energy Stock (FANG)

View all positions for Partnership Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar