Caterpillar shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 445 | 476.81 |
| 2025-06-30 | $155k | 400 | 388.20 |
| 2025-03-31 | $138k | 418 | 329.67 |
| 2024-12-31 | $79k | 219 | 362.60 |
| 2024-09-30 | $83k | 212 | 390.79 |
| 2024-06-30 | $53k | 157 | 334.16 |
| 2024-03-31 | $60k | 165 | 365.50 |
| 2023-12-31 | $45k | 152 | 294.74 |
| 2023-09-30 | $41k | 151 | 273.86 |
| 2023-06-30 | $41k | 168 | 246.69 |
| 2023-03-31 | $33k | 144 | 229.00 |
| 2022-12-31 | $15k | 61 | 239.89 |
| 2022-09-30 | $4.9k | 30 | 164.53 |