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Caterpillar shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $429k 1.1k 391.12
2024-03-31 $201k 548 366.43
2022-03-31 $213k 1.0k 209.85
2021-12-31 $209k 1.0k 206.93

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Accenture Plc Ireland Shs Class A (ACN)
American Water Works (AWK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Abbvie (ABBV)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Exchange Traded Hlth Care Alph (FXH)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Finls Alphadex (FXO)

View all positions for Schrum Private 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