Caterpillar shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Benchmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $694k | 1.8k | 388.10 |
| 2025-03-31 | $589k | 1.8k | 329.76 |
| 2024-12-31 | $648k | 1.8k | 362.76 |
| 2024-09-30 | $698k | 1.8k | 391.19 |
| 2024-06-30 | $594k | 1.8k | 333.02 |
| 2024-03-31 | $654k | 1.8k | 366.41 |
| 2023-12-31 | $527k | 1.8k | 295.70 |
| 2023-09-30 | $487k | 1.8k | 273.03 |
| 2023-06-30 | $438k | 1.8k | 246.10 |
| 2023-03-31 | $398k | 1.8k | 223.72 |
| 2022-12-31 | $426k | 1.8k | 239.62 |
| 2022-09-30 | $292k | 1.8k | 164.14 |
| 2022-06-30 | $318k | 1.8k | 178.95 |
| 2022-03-31 | $396k | 1.8k | 222.97 |
| 2021-12-31 | $367k | 1.8k | 206.76 |
| 2021-09-30 | $341k | 1.8k | 192.11 |
| 2021-06-30 | $386k | 1.8k | 217.59 |
| 2021-03-31 | $411k | 1.8k | 231.81 |
| 2020-12-31 | $323k | 1.8k | 182.28 |
| 2020-09-30 | $290k | 1.9k | 149.33 |
| 2020-06-30 | $245k | 1.9k | 126.29 |
| 2020-03-31 | $225k | 1.9k | 116.16 |
| 2019-12-31 | $286k | 1.9k | 147.88 |
More positions owned by Benchmark Wealth Management
View all positions for Benchmark Wealth Management