Caterpillar shares owned by Altus Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 563 | 476.85 |
| 2025-06-30 | $218k | 562 | 388.44 |
| 2025-03-31 | $216k | 655 | 329.80 |
| 2024-12-31 | $236k | 651 | 362.56 |
| 2024-09-30 | $254k | 650 | 391.32 |
| 2024-06-30 | $202k | 607 | 333.09 |
| 2022-12-31 | $271k | 1.1k | 239.63 |
| 2022-09-30 | $298k | 1.6k | 192.01 |
| 2022-06-30 | $298k | 1.6k | 192.01 |
| 2022-03-31 | $346k | 1.6k | 222.79 |
| 2021-12-31 | $321k | 1.6k | 206.70 |
| 2021-09-30 | $298k | 1.6k | 192.01 |
| 2020-12-31 | $74k | 404 | 182.57 |