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Caterpillar shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $70k 136 513.64
2025-06-30 $57k 136 415.27

More positions owned by RMG Wealth Management

Schwab Us Large Cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG 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