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Caterpillar shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 406 572.87

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
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