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Caterpillar shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $38k 10k 3.71

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JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
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Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Total Wealth Planning & 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