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Caterpillar shares owned by PMG Wealth Management

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

Historical chart of PMG Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 315 708.46
2024-12-31 $294k 810 362.76

More positions owned by PMG Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ab Active Etfs Disruptors Etf (FWD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Pimco Etf Tr Multisector Bd (PYLD)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
First Tr Exchange-traded SHS (FDL)
Wisdomtree Tr Wisdomtree Us Va (WTV)

View all positions for PMG Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar