Tumwater Wealth Management »

Caterpillar shares owned by Tumwater Wealth Management

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

Historical chart of Tumwater Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Tumwater Wealth Management 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 Tumwater Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $653k 1.4k 477.03
2025-06-30 $531k 1.4k 388.08
2025-03-31 $434k 1.3k 329.69
2024-12-31 $459k 1.3k 362.68

More positions owned by Tumwater Wealth Management

Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ida (IDA)
Caterpillar (CAT)

View all positions for Tumwater 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