Caterpillar shares owned by Conscious Wealth Investments
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Conscious Wealth Investments
from 13F filings
Historical chart of Conscious Wealth Investments investment in Caterpillar
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All positions including Caterpillar held by Conscious Wealth Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Conscious Wealth Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 647 | 577.26 |
| 2025-06-30 | $278k | 647 | 430.05 |
| 2025-03-31 | $211k | 647 | 325.62 |
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