Caterpillar shares owned by Buck Wealth Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Buck Wealth Strategies
from 13F filings
Historical chart of Buck Wealth Strategies investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Buck Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.4k | 477.20 |
| 2025-06-30 | $530k | 1.4k | 388.26 |
| 2025-03-31 | $1.0M | 3.1k | 329.82 |
| 2024-12-31 | $770k | 2.1k | 362.69 |
| 2024-09-30 | $498k | 1.3k | 391.34 |
| 2024-06-30 | $661k | 2.0k | 333.09 |
| 2024-03-31 | $11M | 29k | 366.43 |
| 2023-12-31 | $616k | 2.1k | 295.63 |
| 2023-09-30 | $584k | 2.1k | 273.05 |
| 2023-06-30 | $64k | 259 | 246.05 |
| 2022-09-30 | $234k | 858 | 272.94 |