Caterpillar shares owned by Commonwealth Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Commonwealth Financial Services
from 13F filings
Historical chart of Commonwealth Financial Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Commonwealth Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 1.1k | 477.25 |
| 2025-06-30 | $382k | 984 | 388.13 |
| 2025-03-31 | $320k | 969 | 329.95 |
| 2024-12-31 | $353k | 972 | 362.84 |
| 2024-09-30 | $378k | 963 | 392.54 |
| 2024-06-30 | $330k | 1.0k | 329.09 |
| 2024-03-31 | $329k | 1.1k | 295.62 |
| 2023-12-31 | $329k | 1.1k | 295.62 |
| 2023-09-30 | $290k | 1.1k | 272.90 |
More positions owned by Commonwealth Financial Services
View all positions for Commonwealth Financial Services