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Caterpillar shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $618k 1.9k 329.85
2024-12-31 $648k 1.8k 362.68
2024-09-30 $640k 1.6k 391.14
2024-06-30 $498k 1.5k 333.09
2024-03-31 $562k 1.5k 366.47
2023-12-31 $352k 1.2k 295.59

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core Msci Eafe Etf Etf (IEFA)
Access Treasury 0-1 Year Etf Etf (GBIL)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Nvidia Corporation Stock (NVDA)
Amazon.com Stock (AMZN)

View all positions for Waterway Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar