Caterpillar shares owned by 1858 Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 1858 Wealth Management
from 13F filings
Historical chart of 1858 Wealth Management investment in Caterpillar
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All positions including Caterpillar held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by 1858 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 3.5k | 477.15 |
| 2025-06-30 | $1.5M | 3.7k | 388.21 |
| 2025-03-31 | $1.2M | 3.8k | 329.80 |
| 2024-12-31 | $1.2M | 3.3k | 362.76 |
| 2024-09-30 | $1.2M | 3.0k | 391.05 |
| 2024-06-30 | $1.1M | 3.2k | 333.10 |
| 2024-03-31 | $1.0M | 3.5k | 295.67 |