Strategic Family Wealth Counselors »

Caterpillar shares owned by Strategic Family Wealth Counselors

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

Historical chart of Strategic Family Wealth Counselors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 234 1064.90

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Roblox Corp Cl A (RBLX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust St Str Sp Div (SDY)

View all positions for Strategic Family Wealth Counselors

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Jane Street
T. Rowe Price Associates
Citadel Advisors

View all funds holding Caterpillar