Caterpillar shares owned by EPG Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.2k | 477.17 |
| 2025-06-30 | $1.8M | 4.7k | 388.19 |
| 2025-03-31 | $1.3M | 3.9k | 329.80 |
| 2024-12-31 | $205k | 566 | 362.81 |
| 2024-09-30 | $221k | 564 | 391.31 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $267k | 728 | 366.54 |
| 2023-12-31 | $218k | 696 | 312.80 |
| 2020-03-31 | $94k | 807 | 116.48 |
| 2019-12-31 | $125k | 848 | 147.41 |