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Caterpillar shares owned by Tanglewood Wealth Management

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

Historical chart of Tanglewood Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Tanglewood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 250 1064.90

More positions owned by Tanglewood Wealth Management

Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Ishares Gold Tr Ishares New (IAU)
Freedom 100 Emerging Markets Etf Freedom 100 Em (FRDM)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Schwab Fundamental U.s. Large Company Etf Schwab Fdt Us Lg (FNDX)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Cohen & Steers Etf Trust Future Of Energy
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard Real Estate Etf Real Estate Etf (VNQ)

View all positions for Tanglewood Wealth Management

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
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar