Caterpillar shares owned by Consultiva Wealth Management, Corp.
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Consultiva Wealth Management, Corp.
from 13F filings
Historical chart of Consultiva Wealth Management, Corp. investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Consultiva Wealth Management, Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 37 | 477.16 |
| 2025-06-30 | $14k | 37 | 388.22 |
| 2025-03-31 | $12k | 37 | 329.78 |
More positions owned by Consultiva Wealth Management, Corp.
View all positions for Consultiva Wealth Management, Corp.