Yarger Wealth Strategies »

Caterpillar shares owned by Yarger Wealth Strategies

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

Historical chart of Yarger Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 564 390.85
2024-03-31 $201k 550 366.16

More positions owned by Yarger Wealth Strategies

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Price Div Grwt (TDVG)
Vanguard Whitehall Fds High Div Yld (VYM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Amazon (AMZN)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Designer Brands Cl A (DBI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)

View all positions for Yarger Wealth Strategies

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