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Caterpillar shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $452k 1.2k 391.15
2024-06-30 $320k 959 333.13
2024-03-31 $304k 830 366.45

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar