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Caterpillar shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Wealthquest

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 369 572.87
2021-03-31 $246k 1.1k 230.99
2019-12-31 $225k 1.5k 147.16
2019-06-30 $204k 1.5k 135.64
2019-03-31 $203k 1.5k 134.97
2018-12-31 $210k 1.7k 126.96

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Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
SPDR S&P 1500 Etf (SPTM)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
Vanguard Small Cap ETF Etf (VB)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
DFA US Large Cap Vector Etf (DFVX)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar