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Caterpillar shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne Financial Planning investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 484 477.86

More positions owned by Wrenne Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Wrenne Financial Planning

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