Caterpillar shares owned by Ccg Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ccg Wealth Management
from 13F filings
Historical chart of Ccg Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ccg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $709k | 1.0k | 708.60 |
| 2025-06-30 | $259k | 667 | 388.21 |
| 2023-12-31 | $920k | 3.1k | 295.67 |
| 2023-09-30 | $852k | 3.1k | 273.00 |
| 2023-06-30 | $768k | 3.1k | 246.05 |
| 2023-03-31 | $714k | 3.1k | 228.84 |
| 2022-12-31 | $748k | 3.1k | 239.56 |
| 2022-09-30 | $512k | 3.1k | 164.05 |
| 2022-06-30 | $568k | 3.2k | 178.84 |
| 2022-03-31 | $695k | 3.1k | 222.69 |