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Caterpillar shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $311k 943 329.80
2024-12-31 $324k 892 362.76
2024-09-30 $307k 786 391.12
2024-06-30 $232k 696 333.10

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Ccc Intelligent Solutions Holdings (CCCS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

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