Caterpillar shares owned by Centurion Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Centurion Wealth Management
from 13F filings
Historical chart of Centurion Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Centurion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $898k | 1.9k | 477.03 |
| 2025-06-30 | $731k | 1.9k | 388.11 |
| 2025-03-31 | $656k | 1.8k | 362.67 |
| 2024-12-31 | $656k | 1.8k | 362.67 |
| 2024-09-30 | $708k | 1.8k | 391.08 |
| 2024-03-31 | $688k | 1.9k | 366.48 |
| 2023-12-31 | $564k | 1.9k | 295.67 |
| 2023-09-30 | $533k | 2.0k | 272.94 |
| 2023-06-30 | $485k | 2.0k | 246.08 |
| 2023-03-31 | $451k | 2.0k | 228.83 |
| 2022-12-31 | $473k | 2.0k | 239.50 |
More positions owned by Centurion Wealth Management
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