Caterpillar shares owned by 49 Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $523k | 1.1k | 477.32 |
| 2025-06-30 | $414k | 1.1k | 388.17 |
| 2025-03-31 | $334k | 1.0k | 329.65 |
| 2024-12-31 | $361k | 994 | 362.65 |
| 2024-09-30 | $387k | 988 | 391.23 |
| 2024-06-30 | $243k | 738 | 329.13 |