BKM Wealth Management »

Caterpillar shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by BKM Wealth Management 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $77k 210 366.65
2023-12-31 $147k 495 296.08

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Caterpillar

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

View all funds holding Caterpillar