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Caterpillar shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $371k 1.0k 366.44
2023-12-31 $299k 1.0k 295.65
2023-09-30 $262k 958 272.95
2023-06-30 $208k 845 245.98
2022-12-31 $202k 845 239.43

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr National Mun Etf (MUB)
Indexiq Etf Tr Iq U.s. Small Ca (CSML)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
M&T Bank Corporation (MTB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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