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Caterpillar shares owned by Cannon Wealth Management Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cannon Wealth Management Services from 13F filings

Historical chart of Cannon Wealth Management Services investment in Caterpillar

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All positions including Caterpillar held by Cannon Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 804 477.15
2025-06-30 $311k 802 388.21
2025-03-31 $256k 799 320.29
2024-12-31 $291k 805 361.55
2024-09-30 $306k 783 391.12