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Caterpillar shares owned by Steinberganna Wealth Management

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

Historical chart of Steinberganna Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Steinberganna Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $352k 497 707.75
2025-12-31 $282k 493 572.75

More positions owned by Steinberganna Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Dow Jones Us Etf (IYY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Palo Alto Networks (PANW)
Ishares Tr MRGSTR SM CP GR (ISCG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Steinberganna Wealth Management

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Capital World Investors
Wellington Management Company
Susquehanna International
Ubs Global Asset Management Americas

View all funds holding Caterpillar