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Caterpillar shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $555k 1.4k 391.12
2024-06-30 $269k 806 333.10
2024-03-31 $272k 742 366.43

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar