Caterpillar shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $199k | 418 | 476.08 |
| 2025-06-30 | $121k | 314 | 385.35 |
| 2024-12-31 | $177k | 491 | 360.49 |
| 2024-09-30 | $112k | 288 | 388.89 |
| 2024-06-30 | $94k | 283 | 332.16 |
| 2024-03-31 | $101k | 274 | 368.61 |
| 2023-12-31 | $80k | 272 | 294.12 |
| 2023-09-30 | $76k | 281 | 270.76 |
| 2023-06-30 | $65k | 268 | 242.42 |
| 2023-03-31 | $59k | 247 | 238.87 |
| 2022-12-31 | $40k | 246 | 162.60 |
| 2022-09-30 | $40k | 246 | 162.60 |
| 2022-06-30 | $48k | 271 | 177.12 |
| 2022-03-31 | $55k | 246 | 223.58 |
| 2021-12-31 | $51k | 246 | 207.32 |
| 2021-09-30 | $47k | 246 | 191.06 |
| 2021-06-30 | $53k | 246 | 215.45 |
| 2021-03-31 | $57k | 246 | 231.71 |
| 2020-12-31 | $85k | 466 | 182.40 |
| 2020-09-30 | $69k | 466 | 148.07 |
| 2020-06-30 | $31k | 246 | 126.02 |
| 2020-03-31 | $63k | 546 | 115.38 |
More positions owned by Efficient Wealth Management
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