Caterpillar shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 979 | 477.15 |
| 2025-06-30 | $351k | 905 | 388.21 |
| 2025-03-31 | $298k | 902 | 329.80 |
| 2024-12-31 | $299k | 823 | 362.76 |
| 2024-09-30 | $377k | 964 | 391.12 |
| 2024-06-30 | $318k | 955 | 333.10 |
| 2024-03-31 | $231k | 629 | 366.43 |