Caterpillar shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $401k | 700 | 572.87 |
| 2025-09-30 | $334k | 700 | 477.15 |
| 2025-06-30 | $272k | 700 | 388.21 |
| 2025-03-31 | $231k | 700 | 329.80 |
| 2024-12-31 | $254k | 700 | 362.76 |
| 2024-09-30 | $274k | 700 | 391.12 |
| 2024-03-31 | $223k | 609 | 366.43 |
| 2022-12-31 | $704k | 3.5k | 204.16 |