Caterpillar shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 445 | 477.15 |
| 2025-06-30 | $173k | 445 | 388.21 |
| 2025-03-31 | $147k | 445 | 329.80 |
| 2024-12-31 | $161k | 445 | 362.76 |
| 2024-09-30 | $174k | 445 | 391.12 |
| 2024-06-30 | $148k | 445 | 333.10 |
| 2024-03-31 | $163k | 445 | 366.43 |
| 2023-12-31 | $132k | 445 | 295.67 |
| 2023-09-30 | $108k | 395 | 273.00 |
| 2023-06-30 | $97k | 395 | 246.05 |
More positions owned by Cherry Tree Wealth Management
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