Caterpillar shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $477k | 832 | 572.87 |
| 2025-09-30 | $397k | 832 | 477.15 |
| 2025-06-30 | $311k | 800 | 388.21 |
| 2025-03-31 | $269k | 816 | 329.80 |
| 2024-12-31 | $290k | 800 | 362.76 |
| 2024-09-30 | $319k | 816 | 391.12 |
| 2024-06-30 | $267k | 800 | 333.10 |
| 2024-03-31 | $293k | 800 | 366.43 |
| 2023-12-31 | $237k | 800 | 295.67 |
| 2023-09-30 | $218k | 800 | 273.00 |