Caterpillar shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $53k | 93 | 572.87 |
| 2025-09-30 | $26k | 55 | 477.15 |
| 2025-06-30 | $21k | 53 | 394.28 |
| 2025-03-31 | $633k | 1.9k | 329.78 |
| 2024-12-31 | $616k | 1.7k | 362.80 |
| 2024-09-30 | $513k | 1.3k | 391.05 |
| 2024-06-30 | $409k | 1.2k | 333.06 |
| 2024-03-31 | $360k | 981 | 366.44 |
| 2023-12-31 | $258k | 872 | 295.53 |