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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
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)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Nu Hldgs Ord Shs Cl A (NU)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Datadog Cl A Com (DDOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar