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Caterpillar shares owned by Reicon Wealth Advisors

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

Historical chart of Reicon Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Reicon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $425k 600 708.46

More positions owned by Reicon Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Reicon Wealth Advisors

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