Caterpillar shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 8.3k | 477.17 |
| 2025-06-30 | $3.2M | 8.1k | 388.22 |
| 2025-03-31 | $2.6M | 8.0k | 329.80 |
| 2024-12-31 | $2.8M | 7.7k | 362.77 |
| 2024-09-30 | $3.0M | 7.7k | 391.13 |
| 2024-06-30 | $2.5M | 7.6k | 333.08 |
| 2024-03-31 | $2.8M | 7.6k | 366.43 |
| 2023-12-31 | $2.2M | 7.4k | 295.66 |
| 2023-09-30 | $2.0M | 7.4k | 273.00 |
| 2023-06-30 | $1.8M | 7.4k | 246.06 |
| 2023-03-31 | $1.7M | 7.5k | 228.82 |
| 2022-12-31 | $1.8M | 7.5k | 239.55 |
| 2022-09-30 | $1.2M | 7.4k | 164.09 |
| 2022-06-30 | $1.3M | 7.4k | 178.68 |
| 2022-03-31 | $1.9M | 8.4k | 222.82 |
| 2021-12-31 | $1.9M | 9.1k | 206.78 |
| 2021-09-30 | $1.8M | 9.2k | 191.93 |
| 2021-06-30 | $2.0M | 9.2k | 217.61 |
| 2021-03-31 | $2.1M | 9.2k | 231.83 |
| 2020-12-31 | $1.6M | 8.6k | 182.03 |
| 2020-09-30 | $1.3M | 9.0k | 149.11 |
| 2020-06-30 | $1.2M | 9.2k | 126.48 |
| 2020-03-31 | $1.1M | 9.3k | 116.08 |
| 2019-12-31 | $1.5M | 9.9k | 147.64 |
| 2019-09-30 | $1.4M | 11k | 126.32 |
| 2019-06-30 | $2.0M | 14k | 136.28 |
| 2019-03-31 | $2.4M | 18k | 135.51 |
| 2018-12-31 | $2.4M | 19k | 127.06 |
| 2018-09-30 | $1.6M | 11k | 152.52 |
| 2018-06-30 | $950k | 7.0k | 135.73 |
| 2018-03-31 | $1.1M | 7.1k | 147.45 |
| 2017-12-31 | $1.1M | 7.1k | 157.63 |
| 2017-09-30 | $1.0M | 8.1k | 124.69 |
| 2017-06-30 | $832k | 7.7k | 107.40 |
| 2017-03-31 | $719k | 7.8k | 92.70 |
| 2016-12-31 | $731k | 7.9k | 92.79 |
| 2016-09-30 | $688k | 7.8k | 88.74 |
| 2016-06-30 | $583k | 7.7k | 75.78 |
| 2016-03-31 | $614k | 8.0k | 76.49 |
| 2015-12-31 | $190k | 2.8k | 68.12 |
| 2015-09-30 | $124k | 1.9k | 65.44 |
| 2015-06-30 | $145k | 1.7k | 84.75 |
| 2015-03-31 | $141k | 1.8k | 80.07 |
| 2014-12-31 | $155k | 1.7k | 91.61 |
| 2014-09-30 | $177k | 1.8k | 99.05 |
| 2014-06-30 | $216k | 2.0k | 108.49 |
| 2014-03-31 | $198k | 2.0k | 99.25 |
| 2013-12-31 | $214k | 2.4k | 90.64 |
| 2013-09-30 | $187k | 2.2k | 83.30 |