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Caterpillar shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 468 477.24

More positions owned by Wealth Advisors of Iowa

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Usa Min Vol (USMV)
American Centy Etf Tr Us Quality Grow (QGRO)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Quality Divrsfed (QINT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wealth Advisors of Iowa

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