Caterpillar shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 761 | 477.16 |
| 2025-06-30 | $295k | 761 | 388.21 |
| 2025-03-31 | $238k | 721 | 329.80 |
| 2024-12-31 | $265k | 730 | 362.76 |
| 2024-09-30 | $284k | 730 | 388.46 |
| 2024-06-30 | $243k | 730 | 333.10 |
More positions owned by Cascade Financial Partners
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