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Caterpillar shares owned by Correct Capital Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Correct Capital Wealth Management from 13F filings

Historical chart of Correct Capital Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Correct Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Correct Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 560 477.15
2025-06-30 $217k 560 388.21
2024-12-31 $204k 563 362.76
2024-09-30 $220k 563 391.12
2024-03-31 $206k 563 366.43