Caterpillar shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 7.5k | 617.51 |
| 2025-09-30 | $3.7M | 7.1k | 527.13 |
| 2025-06-30 | $2.9M | 7.0k | 408.25 |
| 2025-03-31 | $1.8M | 6.2k | 293.37 |
| 2024-12-31 | $1.9M | 5.5k | 351.19 |
| 2024-09-30 | $2.0M | 5.1k | 388.10 |
| 2024-06-30 | $1.7M | 4.8k | 345.56 |
| 2024-03-31 | $1.9M | 5.4k | 354.65 |
| 2023-12-31 | $1.6M | 5.4k | 292.08 |
| 2023-09-30 | $1.4M | 5.2k | 272.59 |
| 2023-06-30 | $1.1M | 4.5k | 255.65 |
| 2023-03-31 | $886k | 4.1k | 215.51 |
| 2022-12-31 | $905k | 3.6k | 250.51 |
| 2022-09-30 | $460k | 2.6k | 179.69 |
| 2022-06-30 | $519k | 2.9k | 179.58 |
| 2022-03-31 | $624k | 2.8k | 222.86 |
| 2021-12-31 | $492k | 2.4k | 204.06 |
| 2021-09-30 | $457k | 2.3k | 194.55 |
| 2021-06-30 | $468k | 2.1k | 217.78 |
More positions owned by Accurate Wealth Management
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