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Caterpillar shares owned by Wipfli Financial Advisors Llc,

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wipfli Financial Advisors Llc, from 13F filings

Historical chart of Wipfli Financial Advisors Llc, investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $829k 5.1k 164.16

More positions owned by Wipfli Financial Advisors Llc,

Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wipfli Financial Advisors Llc,

Top funds holding Caterpillar

Vanguard Group
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State Farm Mutual Automobile Insurance Company
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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