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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
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)
Exxon Mobil Corporation (XOM)
Energy Transfer Com Ut Ltd Ptn (ET)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Listed Fd Tr Horizon Kinetics (INFL)
Alps Etf Tr Alerian Mlp (AMLP)
Union Pacific Corporation (UNP)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Arthur J. Gallagher & Co. (AJG)

View all positions for Reuter James 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