Caterpillar shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 743 | 487.82 |
| 2025-06-30 | $305k | 739 | 413.06 |
| 2025-03-31 | $242k | 733 | 330.49 |
| 2024-12-31 | $260k | 736 | 353.44 |
| 2024-09-30 | $295k | 736 | 400.92 |
| 2024-06-30 | $308k | 937 | 329.09 |
| 2024-03-31 | $569k | 1.7k | 331.16 |
| 2023-12-31 | $432k | 1.5k | 288.34 |
| 2023-09-30 | $412k | 1.5k | 266.23 |
| 2023-06-30 | $206k | 859 | 240.27 |
| 2021-12-31 | $291k | 1.4k | 214.60 |
| 2021-09-30 | $318k | 1.5k | 214.29 |
| 2021-06-30 | $326k | 1.5k | 214.19 |
| 2021-03-31 | $253k | 1.1k | 228.75 |
| 2020-12-31 | $227k | 1.2k | 191.72 |
| 2019-03-31 | $3.0k | 22 | 135.50 |
More positions owned by Castle Rock Wealth Management
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