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Caterpillar shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 1.0k 295.67
2023-09-30 $273k 1.0k 273.00
2023-06-30 $244k 990 246.05
2023-03-31 $210k 917 228.84
2022-12-31 $220k 917 239.56

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

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