Caterpillar shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $22M | 61k | 362.77 |
| 2024-09-30 | $23M | 59k | 391.13 |
| 2024-03-31 | $17M | 46k | 366.44 |
| 2023-12-31 | $14M | 47k | 295.68 |
| 2023-09-30 | $13M | 47k | 273.01 |
| 2023-06-30 | $11M | 47k | 246.05 |
| 2023-03-31 | $11M | 46k | 228.85 |
| 2022-12-31 | $24M | 99k | 239.56 |
| 2022-09-30 | $16M | 99k | 164.08 |
| 2022-06-30 | $17M | 94k | 178.78 |
| 2022-03-31 | $21M | 95k | 222.82 |
| 2021-12-31 | $16M | 79k | 206.75 |
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