Caterpillar shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 13k | 477.14 |
| 2025-06-30 | $1.7M | 4.3k | 388.25 |
| 2025-03-31 | $1.4M | 4.3k | 329.82 |
| 2024-12-31 | $1.9M | 5.2k | 362.78 |
| 2024-09-30 | $2.0M | 5.2k | 391.13 |
| 2024-06-30 | $1.6M | 4.8k | 333.10 |
| 2024-03-31 | $1.4M | 3.8k | 366.43 |
| 2023-12-31 | $954k | 3.2k | 295.67 |
| 2023-09-30 | $868k | 3.2k | 273.00 |
| 2023-06-30 | $706k | 2.9k | 246.05 |
| 2023-03-31 | $655k | 2.9k | 228.84 |
| 2022-12-31 | $687k | 2.9k | 239.56 |