Caterpillar shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 14k | 477.17 |
| 2025-06-30 | $5.6M | 14k | 388.23 |
| 2025-03-31 | $4.2M | 13k | 329.81 |
| 2024-12-31 | $3.8M | 11k | 362.77 |
| 2024-09-30 | $3.8M | 9.8k | 391.11 |
| 2024-06-30 | $3.7M | 11k | 333.09 |
| 2024-03-31 | $2.4M | 6.6k | 366.43 |
| 2023-12-31 | $2.0M | 6.7k | 295.68 |
| 2023-09-30 | $2.1M | 7.6k | 273.02 |
| 2023-06-30 | $1.4M | 5.5k | 246.07 |
| 2023-03-31 | $1.2M | 5.3k | 228.85 |
| 2022-12-31 | $1.1M | 4.7k | 239.57 |
| 2022-09-30 | $820k | 5.0k | 164.00 |
| 2022-06-30 | $678k | 3.8k | 178.89 |
| 2022-03-31 | $768k | 3.4k | 222.93 |
| 2021-12-31 | $901k | 4.4k | 206.70 |
| 2021-09-30 | $843k | 4.4k | 192.07 |
| 2021-06-30 | $814k | 3.7k | 217.71 |
| 2021-03-31 | $870k | 3.8k | 231.94 |
| 2020-12-31 | $688k | 3.8k | 182.11 |
| 2020-09-30 | $392k | 2.6k | 149.05 |
| 2020-06-30 | $364k | 2.9k | 126.52 |
| 2020-03-31 | $385k | 3.3k | 116.17 |
| 2019-12-31 | $462k | 3.1k | 147.79 |
| 2019-09-30 | $250k | 2.0k | 126.20 |
| 2019-06-30 | $275k | 2.0k | 136.34 |
| 2019-03-31 | $293k | 2.2k | 135.59 |
| 2018-12-31 | $209k | 1.6k | 127.05 |
| 2018-09-30 | $258k | 1.7k | 152.57 |
| 2018-06-30 | $229k | 1.7k | 135.66 |
| 2018-03-31 | $240k | 1.0k | 233.46 |
| 2017-12-31 | $256k | 1.6k | 157.44 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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