Caterpillar shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 8.4k | 477.16 |
| 2025-06-30 | $3.2M | 8.3k | 388.21 |
| 2025-03-31 | $2.8M | 8.5k | 329.79 |
| 2024-12-31 | $3.2M | 128k | 24.71 |
| 2024-09-30 | $3.4M | 128k | 26.41 |
| 2024-03-31 | $2.8M | 127k | 22.07 |
| 2023-12-31 | $2.3M | 127k | 17.99 |
| 2023-09-30 | $2.2M | 128k | 17.34 |
| 2023-06-30 | $1.8M | 7.3k | 246.05 |
| 2023-03-31 | $548k | 2.4k | 228.84 |
| 2022-12-31 | $393k | 1.6k | 239.56 |