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Caterpillar shares owned by WFA Asset Management Corp

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WFA Asset Management Corp from 13F filings

Historical chart of WFA Asset Management Corp investment in Caterpillar

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All positions including Caterpillar held by WFA Asset Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by WFA Asset Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $60k 164 365.35
2023-12-31 $48k 163 295.39
2023-09-30 $47k 172 273.00
2023-06-30 $40k 162 246.06
2023-03-31 $37k 162 228.85

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Top 200 Etf (IWL)
Ea Series Trust Bridgeway Blue (BBLU)
Vanguard World Financials Etf (VFH)
Ishares Msci Gbl Min Vol (ACWV)
Apple (AAPL)
At&t (T)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Citigroup Com New (C)
3M Company (MMM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for WFA Asset Management Corp

Top funds holding Caterpillar

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

View all funds holding Caterpillar