Caterpillar shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 9.2k | 477.15 |
| 2025-06-30 | $3.8M | 9.7k | 388.23 |
| 2025-03-31 | $3.4M | 10k | 329.81 |
| 2024-12-31 | $3.4M | 9.2k | 362.75 |
| 2024-09-30 | $3.6M | 9.3k | 391.11 |
| 2024-06-30 | $2.9M | 8.8k | 333.08 |
| 2024-03-31 | $3.0M | 8.3k | 366.42 |
| 2023-12-31 | $1.9M | 6.6k | 295.67 |
| 2023-09-30 | $1.6M | 5.7k | 273.02 |
| 2023-06-30 | $616k | 2.5k | 246.09 |
| 2023-03-31 | $551k | 2.4k | 228.87 |
| 2022-12-31 | $593k | 2.5k | 239.60 |
| 2022-09-30 | $418k | 2.6k | 163.92 |
| 2022-06-30 | $460k | 2.6k | 178.85 |
| 2022-03-31 | $567k | 2.5k | 222.88 |
| 2021-12-31 | $516k | 2.5k | 206.90 |
| 2021-09-30 | $284k | 1.5k | 192.02 |
| 2021-06-30 | $385k | 1.8k | 217.39 |
| 2021-03-31 | $422k | 1.8k | 232.12 |
| 2020-12-31 | $340k | 1.9k | 182.11 |