Caterpillar shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.5M | 2.1k | 708.57 |
| 2025-12-31 | $1.3M | 2.2k | 572.91 |
| 2025-09-30 | $1.0M | 2.1k | 477.17 |
| 2025-06-30 | $816k | 2.1k | 388.21 |
| 2025-03-31 | $692k | 2.1k | 329.78 |
| 2024-12-31 | $766k | 2.1k | 362.68 |
| 2024-09-30 | $642k | 1.6k | 391.17 |
| 2024-06-30 | $558k | 1.7k | 333.14 |
| 2024-03-31 | $688k | 1.9k | 366.47 |
| 2023-12-31 | $488k | 1.7k | 295.70 |
| 2023-09-30 | $498k | 1.8k | 273.03 |
| 2023-06-30 | $373k | 1.5k | 246.05 |
| 2023-03-31 | $385k | 1.7k | 228.86 |
| 2022-12-31 | $428k | 1.8k | 239.60 |
More positions owned by Cassaday & Co Wealth Management
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