Caterpillar shares owned by Crown Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Crown Wealth Group
from 13F filings
Historical chart of Crown Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Crown Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 954 | 477.15 |
| 2025-06-30 | $327k | 841 | 388.21 |
| 2025-03-31 | $286k | 867 | 329.80 |
| 2024-12-31 | $310k | 854 | 362.76 |
| 2024-09-30 | $328k | 839 | 391.12 |
| 2024-06-30 | $285k | 854 | 333.10 |
| 2024-03-31 | $305k | 832 | 366.43 |
| 2023-12-31 | $235k | 796 | 295.67 |
| 2022-12-31 | $232k | 970 | 239.56 |
| 2022-03-31 | $202k | 907 | 222.71 |