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Caterpillar shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $429k 403 1065.36

More positions owned by Welch Financial Planning

Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Core Divid Etf (DIVB)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Managed Portfolio Ser Leuthold Select (LST)
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
J P Morgan Exchange Traded F Active Growth (JGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds St Marke Cap Etf (EWX)
Apple (AAPL)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Growt Accel Etf (XDQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Equi Du Di Janu (DDFJ)

View all positions for Welch Financial Planning

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Caterpillar