Caterpillar shares owned by Capstone Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capstone Wealth Management Group
from 13F filings
Historical chart of Capstone Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capstone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $411k | 717 | 572.62 |
| 2025-09-30 | $337k | 706 | 476.83 |
| 2025-06-30 | $240k | 617 | 388.23 |
| 2025-03-31 | $289k | 875 | 329.93 |
| 2024-12-31 | $317k | 874 | 362.63 |
More positions owned by Capstone Wealth Management Group
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