Caterpillar shares owned by Clay Northam Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Clay Northam Wealth Management
from 13F filings
Historical chart of Clay Northam Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Clay Northam Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Clay Northam Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 681 | 477.15 |
| 2025-06-30 | $270k | 695 | 388.21 |
| 2025-03-31 | $229k | 695 | 329.80 |
| 2024-12-31 | $252k | 695 | 362.76 |
| 2024-09-30 | $270k | 689 | 391.12 |
| 2024-06-30 | $213k | 639 | 333.10 |
| 2024-03-31 | $234k | 639 | 366.43 |
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