Caterpillar shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 5.9k | 477.15 |
| 2025-06-30 | $1.3M | 3.4k | 388.21 |
| 2025-03-31 | $388k | 1.2k | 329.80 |
| 2024-12-31 | $421k | 1.2k | 362.76 |
| 2024-09-30 | $438k | 1.1k | 391.12 |
| 2024-06-30 | $388k | 1.2k | 333.10 |
| 2024-03-31 | $448k | 1.2k | 366.43 |
| 2023-12-31 | $322k | 1.1k | 295.67 |