Caterpillar shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.1k | 477.15 |
| 2025-06-30 | $2.0M | 5.3k | 388.21 |
| 2025-03-31 | $1.7M | 5.3k | 329.83 |
| 2024-12-31 | $2.0M | 5.5k | 362.78 |
| 2024-09-30 | $2.2M | 5.5k | 391.14 |
| 2024-06-30 | $1.8M | 5.5k | 333.11 |
| 2024-03-31 | $2.0M | 5.5k | 366.44 |
| 2023-12-31 | $1.6M | 5.5k | 295.67 |
| 2023-09-30 | $393k | 1.4k | 273.00 |
More positions owned by Connecticut Wealth Management
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