Caterpillar shares owned by CI Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $168M | 353k | 477.14 |
| 2025-06-30 | $220M | 568k | 388.20 |
| 2025-03-31 | $209M | 633k | 329.84 |
| 2024-12-31 | $255M | 703k | 362.79 |
| 2024-09-30 | $276M | 706k | 391.11 |
| 2024-06-30 | $239M | 717k | 333.10 |
| 2024-03-31 | $267M | 728k | 366.43 |
| 2023-12-31 | $220M | 744k | 295.67 |
| 2023-09-30 | $194M | 711k | 273.29 |
| 2023-06-30 | $175M | 711k | 245.76 |
| 2023-03-31 | $148M | 646k | 228.99 |
| 2022-12-31 | $95M | 391k | 242.30 |