Caterpillar shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.8k | 477.15 |
| 2025-06-30 | $1.9M | 4.9k | 388.21 |
| 2025-03-31 | $1.6M | 4.9k | 329.80 |
| 2024-12-31 | $2.0M | 5.4k | 362.76 |
| 2024-09-30 | $2.0M | 5.6k | 366.43 |
| 2024-06-30 | $1.8M | 5.5k | 333.10 |
| 2024-03-31 | $2.0M | 5.6k | 366.43 |
| 2023-12-31 | $1.7M | 5.7k | 295.67 |
| 2023-09-30 | $1.6M | 5.7k | 273.00 |
| 2023-06-30 | $1.4M | 5.7k | 246.05 |
| 2023-03-31 | $1.3M | 5.7k | 228.84 |
| 2022-12-31 | $1.3M | 5.5k | 239.56 |
| 2022-09-30 | $909k | 5.5k | 164.02 |
| 2022-06-30 | $973k | 5.4k | 178.79 |
| 2022-03-31 | $1.2M | 5.4k | 222.82 |
| 2021-12-31 | $1.1M | 5.3k | 207.05 |
| 2021-09-30 | $1.1M | 5.5k | 191.83 |
| 2021-06-30 | $1.3M | 5.9k | 217.63 |
| 2021-03-31 | $1.3M | 5.7k | 231.87 |
| 2020-12-31 | $1.0M | 5.7k | 182.01 |
| 2020-09-30 | $894k | 6.0k | 149.12 |
| 2020-06-30 | $935k | 7.4k | 126.44 |
| 2020-03-31 | $847k | 7.3k | 116.11 |
| 2019-12-31 | $1.1M | 7.2k | 147.82 |