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Caterpillar shares owned by Wealth Management Nebraska

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

Historical chart of Wealth Management Nebraska investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Wealth Management Nebraska

Quarter filed Position value Share count Share price at filing
2025-09-30 $468k 980 477.23
2025-06-30 $379k 984 384.77
2025-03-31 $325k 984 329.85
2024-12-31 $340k 937 362.76

More positions owned by Wealth Management Nebraska

Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Avantis Us Small (AVSC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Equity Etf (DFAW)
Spdr Series Trust Portfolio Agrgte (SPAB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Management Nebraska

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