Caterpillar shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.4M | 5.5k | 810.11 |
| 2025-12-31 | $881k | 1.4k | 636.35 |
| 2025-09-30 | $771k | 1.4k | 570.78 |
| 2025-06-30 | $658k | 1.6k | 412.78 |
| 2025-03-31 | $536k | 1.7k | 307.45 |
| 2024-12-31 | $699k | 2.0k | 351.03 |
| 2024-09-30 | $562k | 1.5k | 385.76 |
| 2024-06-30 | $484k | 1.5k | 316.81 |
More positions owned by Diversify Wealth Management
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