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Caterpillar shares owned by Price Wealth Management

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

Historical chart of Price Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.0k 12 166.67
2020-06-30 $2.0k 12 166.67
2020-03-31 $1.0k 10 100.00
2018-06-30 $38k 280 135.71
2018-03-31 $20k 133 150.38
2017-12-31 $41k 266 154.14

More positions owned by Price Wealth Management

Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit Uie (SPY)
Vanguard Index Fds Real Estate Etf Uie (VNQ)
Ishares Tr Core S&p500 Etf Uie (IVV)
Ishares Tr Core S&p Scp Etf Uie (IJR)
Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV)
Vanguard Specialized Funds Div App Etf Uie (VIG)
Ishares Tr Msci Emg Mkt Etf Uie (EEM)
Vanguard Index Fds Small Cp Etf Uie (VB)
Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

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