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Caterpillar shares owned by Sarver Vrooman Wealth Advisors

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

Historical chart of Sarver Vrooman Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Sarver Vrooman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7k 10 572.90

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View all positions for Sarver Vrooman Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar