Caterpillar shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $363k | 341 | 1064.90 |
| 2021-12-31 | $23k | 110 | 209.09 |
| 2021-06-30 | $24k | 110 | 218.18 |
| 2021-03-31 | $26k | 110 | 236.36 |
| 2020-09-30 | $14k | 110 | 127.27 |
| 2020-06-30 | $14k | 110 | 127.27 |
| 2020-03-31 | $16k | 110 | 147.38 |
| 2019-09-30 | $14k | 110 | 127.27 |
| 2019-06-30 | $15k | 110 | 136.36 |
| 2019-03-31 | $15k | 110 | 136.36 |
| 2018-12-31 | $14k | 110 | 127.27 |
| 2018-09-30 | $17k | 110 | 152.49 |
| 2018-06-30 | $15k | 110 | 135.66 |
| 2018-03-31 | $16k | 110 | 147.38 |