Caterpillar shares owned by Austin Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Austin Private Wealth
from 13F filings
Historical chart of Austin Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Austin Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.16 |
| 2025-06-30 | $856k | 2.2k | 388.21 |
| 2025-03-31 | $700k | 2.1k | 329.76 |
| 2024-12-31 | $703k | 1.9k | 362.71 |
| 2024-09-30 | $510k | 1.3k | 391.12 |
| 2024-06-30 | $460k | 1.4k | 333.10 |
| 2024-03-31 | $607k | 1.6k | 375.73 |
| 2023-12-31 | $3.4M | 12k | 295.61 |
| 2023-09-30 | $346k | 1.3k | 273.00 |
| 2023-06-30 | $290k | 1.2k | 246.05 |
| 2023-03-31 | $222k | 971 | 228.84 |
| 2021-12-31 | $214k | 1.0k | 205.96 |