Caterpillar shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.4k | 477.18 |
| 2025-06-30 | $1.6M | 4.1k | 388.17 |
| 2025-03-31 | $1.3M | 4.0k | 329.76 |
| 2024-12-31 | $1.5M | 4.1k | 362.80 |
| 2024-09-30 | $1.5M | 3.9k | 391.17 |
| 2024-06-30 | $1.3M | 3.8k | 333.06 |
| 2024-03-31 | $1.5M | 4.0k | 366.47 |
| 2023-12-31 | $1.0M | 3.5k | 295.68 |
| 2023-09-30 | $948k | 3.5k | 273.14 |
| 2023-06-30 | $751k | 3.1k | 246.03 |
| 2023-03-31 | $645k | 2.8k | 228.82 |
| 2022-09-30 | $504k | 3.1k | 164.01 |
| 2022-06-30 | $548k | 3.1k | 178.79 |
| 2022-03-31 | $556k | 2.5k | 222.85 |
| 2021-12-31 | $610k | 3.0k | 206.64 |
| 2021-09-30 | $489k | 2.5k | 191.92 |
| 2021-06-30 | $485k | 2.2k | 217.78 |
| 2021-03-31 | $505k | 2.2k | 232.08 |
| 2020-12-31 | $376k | 2.1k | 182.17 |
| 2020-09-30 | $281k | 1.9k | 149.39 |
| 2020-06-30 | $237k | 1.9k | 126.54 |
| 2020-03-31 | $228k | 2.0k | 115.97 |
| 2019-12-31 | $305k | 2.1k | 147.63 |
| 2019-09-30 | $439k | 3.5k | 126.37 |
| 2019-06-30 | $528k | 3.8k | 137.25 |
| 2019-03-31 | $1.5M | 4.6k | 319.47 |
| 2018-12-31 | $544k | 4.3k | 127.13 |
| 2018-09-30 | $7.3M | 929k | 7.88 |
| 2018-06-30 | $9.2M | 1.3M | 7.34 |
| 2018-03-31 | $1.3M | 9.0k | 148.15 |
| 2017-12-31 | $1.3M | 7.8k | 165.83 |
| 2017-09-30 | $928k | 7.3k | 126.76 |
| 2017-06-30 | $762k | 7.1k | 107.89 |
| 2017-03-31 | $643k | 6.8k | 94.41 |
| 2016-12-31 | $717k | 7.6k | 94.05 |
| 2016-09-30 | $850k | 9.7k | 87.52 |
More positions owned by Cornerstone Wealth Management
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