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Caterpillar shares owned by Wealth Enhancement Trust Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Enhancement Trust Services from 13F filings

Historical chart of Wealth Enhancement Trust Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Wealth Enhancement Trust Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wealth Enhancement Trust Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $714k 1.2k 572.87

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Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Trust Services

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