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Caterpillar shares owned by Von Berge Wealth Management Group

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

Historical chart of Von Berge Wealth Management Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Von Berge Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 500 416.88

More positions owned by Von Berge Wealth Management Group

Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Von Berge 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