Caterpillar shares owned by Cordatus Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cordatus Wealth Management
from 13F filings
Historical chart of Cordatus Wealth Management investment in Caterpillar
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Download as csvQuarterly reported holdings in Caterpillar by Cordatus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 5.9k | 572.84 |
| 2025-09-30 | $2.8M | 5.9k | 477.13 |
| 2025-06-30 | $2.3M | 5.8k | 388.24 |
| 2025-03-31 | $2.0M | 6.1k | 329.71 |
| 2024-12-31 | $448k | 1.2k | 362.75 |
| 2024-09-30 | $483k | 1.2k | 391.09 |
| 2024-06-30 | $411k | 1.2k | 332.79 |
| 2023-06-30 | $304k | 1.2k | 246.15 |
| 2022-09-30 | $203k | 1.2k | 164.37 |
| 2022-06-30 | $221k | 1.2k | 178.95 |
| 2022-03-31 | $275k | 1.2k | 222.67 |
| 2021-12-31 | $297k | 1.4k | 206.97 |
| 2021-03-31 | $333k | 1.4k | 232.06 |
| 2020-12-31 | $261k | 1.4k | 181.88 |
| 2020-09-30 | $214k | 1.4k | 149.13 |
| 2019-12-31 | $212k | 1.4k | 147.74 |
| 2019-06-30 | $206k | 1.5k | 136.33 |
| 2019-03-31 | $205k | 1.5k | 135.67 |
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