Caterpillar shares owned by Facet Wealth
Historical chart of Facet Wealth investment in Caterpillar
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All positions including Caterpillar held by Facet Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Facet Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $940k | 2.0k | 477.14 |
| 2025-06-30 | $667k | 1.5k | 437.95 |
| 2025-03-31 | $375k | 1.2k | 322.99 |
| 2024-12-31 | $416k | 1.1k | 364.00 |
| 2024-09-30 | $406k | 1.1k | 379.70 |
| 2024-06-30 | $213k | 624 | 341.72 |
| 2024-03-31 | $202k | 591 | 342.04 |