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Caterpillar shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 712 477.15
2025-06-30 $233k 600 388.33
2024-12-31 $218k 600 363.33
2024-09-30 $235k 600 391.67
2024-03-31 $808k 2.2k 366.27
2023-12-31 $710k 2.4k 295.83
2023-09-30 $601k 2.2k 273.18
2023-06-30 $541k 2.2k 245.91
2023-03-31 $503k 2.2k 228.64
2022-12-31 $527k 2.2k 239.55
2022-09-30 $361k 2.2k 164.09
2022-06-30 $393k 2.2k 178.64
2022-03-31 $490k 2.2k 222.73
2021-12-31 $455k 2.2k 206.82
2021-09-30 $422k 2.2k 191.82
2021-06-30 $479k 2.2k 217.73
2021-03-31 $510k 2.2k 231.82
2020-12-31 $400k 2.2k 181.82
2020-09-30 $328k 2.2k 149.09
2020-06-30 $278k 2.2k 126.36
2020-03-31 $258k 2.2k 116.01
2019-12-31 $297k 2.0k 147.47
2019-09-30 $253k 2.0k 126.50
2019-06-30 $273k 2.0k 136.50
2019-03-31 $271k 2.0k 135.50
2018-12-31 $254k 2.0k 127.00

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Eafe Etf Etf (EFA)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Tolleson Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar