Caterpillar shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 9.0k | 477.13 |
| 2025-06-30 | $1.7M | 4.5k | 388.21 |
| 2025-03-31 | $1.5M | 4.6k | 329.81 |
| 2024-12-31 | $1.7M | 4.6k | 362.80 |
| 2024-09-30 | $1.8M | 4.5k | 391.09 |
| 2024-06-30 | $1.5M | 4.6k | 333.09 |
| 2024-03-31 | $1.6M | 4.5k | 366.43 |
| 2023-12-31 | $340k | 1.1k | 295.72 |
| 2023-09-30 | $285k | 1.0k | 273.03 |
| 2023-06-30 | $248k | 1.0k | 246.09 |
| 2023-03-31 | $224k | 980 | 228.84 |
| 2022-12-31 | $207k | 863 | 239.54 |
| 2022-06-30 | $2.3M | 13k | 178.78 |
| 2022-03-31 | $2.7M | 12k | 222.81 |
| 2021-12-31 | $3.7M | 18k | 206.72 |
| 2021-09-30 | $3.2M | 17k | 192.00 |
| 2021-06-30 | $6.0M | 30k | 203.10 |
| 2021-03-31 | $6.3M | 27k | 232.46 |
| 2020-12-31 | $3.8M | 21k | 182.00 |
| 2020-09-30 | $1.7M | 12k | 149.14 |
| 2019-06-30 | $1.8M | 13k | 136.31 |
| 2019-03-31 | $1.7M | 13k | 135.48 |