Caterpillar shares owned by CMH Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CMH Wealth Management
from 13F filings
Historical chart of CMH Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CMH Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.6M | 3.7k | 708.46 |
| 2019-06-30 | $2.3M | 17k | 136.26 |
| 2019-03-31 | $3.4M | 25k | 135.48 |
| 2018-12-31 | $3.1M | 24k | 127.08 |
| 2018-09-30 | $2.2M | 14k | 152.31 |
| 2018-06-30 | $3.4M | 25k | 136.29 |
| 2018-03-31 | $1.5M | 10k | 143.90 |