Caterpillar shares owned by Forefront Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Forefront Wealth Management
from 13F filings
Historical chart of Forefront Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Forefront Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 6.9k | 477.12 |
| 2025-06-30 | $2.7M | 7.0k | 388.20 |
| 2025-03-31 | $2.3M | 7.0k | 329.82 |
| 2024-12-31 | $2.5M | 7.0k | 362.74 |
More positions owned by Forefront Wealth Management
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