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
Download as csvQuarterly 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 |
More positions owned by Cannon Wealth Management Services
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