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Caterpillar shares owned by Semus Wealth Partners

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

Historical chart of Semus Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 690 295.68

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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
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Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Johnson & Johnson (JNJ)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Semus Wealth Partners

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar