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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

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Quarterly reported holdings in Caterpillar by Yarger Wealth Strategies

Quarter filed Position value Share count Share price at filing
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)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Designer Brands Cl A (DBI)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Yarger Wealth Strategies

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