True Wealth Design »

Caterpillar shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $75k 253 295.36
2023-09-30 $69k 253 272.71
2023-06-30 $62k 253 245.79
2023-03-31 $58k 253 228.60
2022-12-31 $61k 253 239.30

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

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