Caterpillar shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 1.1k | 477.00 |
| 2025-06-30 | $421k | 1.1k | 388.05 |
| 2025-03-31 | $473k | 1.4k | 329.89 |
| 2024-12-31 | $452k | 1.2k | 362.84 |
| 2024-09-30 | $381k | 975 | 391.18 |
| 2024-06-30 | $335k | 1.0k | 333.11 |
| 2024-03-31 | $304k | 831 | 366.23 |
| 2023-06-30 | $222k | 901 | 246.15 |
| 2023-03-31 | $314k | 1.4k | 228.90 |
| 2022-12-31 | $393k | 1.6k | 239.55 |
| 2022-09-30 | $210k | 1.3k | 163.93 |