Caterpillar shares owned by Elk River Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elk River Wealth Management
from 13F filings
Historical chart of Elk River Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Elk River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $430k | 750 | 572.87 |
| 2025-09-30 | $358k | 750 | 477.15 |
| 2025-06-30 | $291k | 750 | 388.21 |
| 2025-03-31 | $247k | 750 | 329.80 |
| 2024-12-31 | $272k | 750 | 362.76 |
| 2024-09-30 | $293k | 750 | 391.12 |
| 2024-06-30 | $250k | 750 | 333.10 |
| 2024-03-31 | $366k | 1.0k | 366.43 |
| 2023-12-31 | $296k | 1.0k | 295.67 |
| 2023-09-30 | $273k | 1.0k | 273.00 |
| 2023-06-30 | $246k | 1.0k | 246.05 |
| 2023-03-31 | $229k | 1.0k | 228.84 |
| 2022-12-31 | $240k | 1.0k | 239.56 |
| 2022-03-31 | $235k | 1.1k | 222.96 |
| 2021-12-31 | $202k | 1.1k | 191.83 |
| 2021-09-30 | $202k | 1.1k | 191.83 |
| 2021-06-30 | $229k | 1.1k | 217.47 |
| 2021-03-31 | $244k | 1.1k | 231.72 |
More positions owned by Elk River Wealth Management
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