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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

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Quarterly 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