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Caterpillar shares owned by Wood Tarver Financial Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wood Tarver Financial Group from 13F filings

Historical chart of Wood Tarver Financial Group investment in Caterpillar

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All positions including Caterpillar held by Wood Tarver Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wood Tarver Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $112k 291 384.88
2025-03-31 $90k 274 329.26
2024-12-31 $99k 273 362.64

More positions owned by Wood Tarver Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)

View all positions for Wood Tarver Financial Group

Top funds holding Caterpillar

Vanguard Group
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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