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Caterpillar shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 18k 477.15
2025-06-30 $7.0M 18k 388.21
2025-03-31 $6.0M 18k 329.80
2024-12-31 $6.6M 18k 362.76
2024-09-30 $7.3M 19k 391.12

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Exxon Mobil Corporation (XOM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Reuter James 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