Caterpillar shares owned by Basepoint Wealth
Historical chart of Basepoint Wealth investment in Caterpillar
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All positions including Caterpillar held by Basepoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Basepoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $655k | 1.4k | 477.30 |
| 2025-06-30 | $527k | 1.4k | 388.10 |
| 2025-03-31 | $449k | 1.4k | 329.81 |
| 2024-12-31 | $361k | 996 | 362.75 |
| 2024-09-30 | $310k | 794 | 390.91 |
| 2024-06-30 | $253k | 759 | 333.00 |
| 2024-03-31 | $455k | 1.2k | 366.44 |
| 2023-12-31 | $373k | 1.3k | 295.76 |
| 2023-09-30 | $344k | 1.3k | 272.91 |
| 2023-06-30 | $305k | 1.2k | 246.00 |
| 2023-03-31 | $283k | 1.2k | 228.90 |
| 2022-12-31 | $295k | 1.2k | 239.63 |
| 2022-09-30 | $202k | 1.2k | 164.12 |
| 2022-06-30 | $213k | 1.2k | 178.71 |
| 2022-03-31 | $260k | 1.2k | 222.85 |
| 2021-12-31 | $238k | 1.2k | 206.66 |