Caterpillar shares owned by Causey Wealth
Historical chart of Causey Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Causey Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Causey Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $501k | 707 | 708.46 |
| 2025-12-31 | $413k | 720 | 572.87 |
| 2025-09-30 | $339k | 711 | 477.15 |
| 2025-06-30 | $276k | 711 | 388.21 |
| 2025-03-31 | $234k | 709 | 329.80 |
| 2024-12-31 | $257k | 709 | 362.76 |