Caterpillar shares owned by Activest Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 177 | 477.15 |
| 2025-06-30 | $49k | 126 | 388.21 |
| 2025-03-31 | $6.6k | 20 | 329.80 |
| 2024-12-31 | $726 | 2 | 363.00 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2023-09-30 | $0 | 0 | 0.00 |
| 2023-03-31 | $4.4k | 19 | 230.26 |
| 2022-06-30 | $3.0k | 19 | 157.89 |
| 2022-03-31 | $4.0k | 19 | 210.53 |
| 2021-12-31 | $4.0k | 19 | 210.53 |
| 2021-09-30 | $6.0k | 30 | 200.00 |
| 2021-06-30 | $14k | 63 | 222.22 |
| 2021-03-31 | $21k | 93 | 225.81 |
More positions owned by Activest Wealth Management
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