Caterpillar shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 987 | 577.02 |
| 2025-06-30 | $399k | 957 | 416.73 |
| 2025-03-31 | $304k | 922 | 329.94 |
| 2024-12-31 | $336k | 927 | 362.89 |
| 2024-09-30 | $389k | 932 | 416.97 |
| 2024-06-30 | $325k | 926 | 350.51 |
| 2024-03-31 | $310k | 926 | 334.56 |
| 2023-12-31 | $287k | 893 | 321.40 |
| 2023-09-30 | $237k | 868 | 273.00 |
| 2023-06-30 | $216k | 868 | 248.81 |