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Caterpillar shares owned by Reston Wealth Management

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

Historical chart of Reston Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $123k 313 391.47

More positions owned by Reston Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Reston 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