Caterpillar shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $788k | 1.7k | 477.16 |
| 2025-06-30 | $428k | 1.1k | 388.34 |
| 2025-03-31 | $364k | 1.1k | 329.67 |
| 2024-12-31 | $462k | 1.3k | 362.70 |
| 2024-09-30 | $453k | 1.2k | 391.16 |
| 2024-06-30 | $2.1M | 6.4k | 333.09 |
| 2024-03-31 | $2.3M | 6.4k | 366.54 |
| 2023-12-31 | $1.9M | 6.4k | 295.59 |
| 2023-09-30 | $1.7M | 6.4k | 273.00 |
| 2023-06-30 | $1.5M | 6.2k | 246.12 |
| 2023-03-31 | $1.5B | 6.6k | 228840.10 |
| 2022-12-31 | $1.9M | 7.8k | 244.36 |
| 2022-03-31 | $1.6M | 7.7k | 210.62 |
| 2021-12-31 | $1.5M | 7.6k | 201.47 |
| 2021-09-30 | $1.6M | 8.0k | 204.46 |
| 2021-06-30 | $1.7M | 7.6k | 221.76 |
| 2021-03-31 | $1.8M | 7.6k | 233.49 |
| 2020-12-31 | $1.8M | 9.3k | 191.73 |
| 2020-09-30 | $1.5M | 9.0k | 169.05 |
| 2020-06-30 | $1.3M | 9.0k | 140.61 |
| 2020-03-31 | $708k | 6.7k | 106.21 |
| 2019-12-31 | $241k | 1.7k | 142.86 |
| 2019-09-30 | $223k | 1.6k | 142.86 |
| 2018-09-30 | $176k | 1.6k | 107.14 |
| 2018-06-30 | $304k | 2.2k | 136.05 |
| 2018-03-31 | $293k | 2.0k | 147.12 |
| 2017-12-31 | $320k | 2.0k | 157.79 |
| 2017-09-30 | $233k | 1.9k | 124.93 |
| 2017-03-31 | $14k | 144 | 94.24 |
| 2016-09-30 | $157k | 1.8k | 87.51 |
| 2016-06-30 | $277 | 3.7k | 0.08 |
| 2015-12-31 | $162k | 3.7k | 44.21 |
| 2015-06-30 | $96k | 1.1k | 84.51 |
| 2015-03-31 | $69k | 917 | 75.00 |