Caterpillar shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.7k | 585.48 |
| 2025-06-30 | $1.1M | 2.6k | 433.66 |
| 2025-03-31 | $783k | 2.5k | 307.35 |
| 2024-12-31 | $960k | 2.7k | 361.60 |
| 2024-09-30 | $952k | 2.4k | 390.64 |
| 2024-06-30 | $909k | 2.6k | 344.11 |
| 2024-03-31 | $812k | 2.3k | 351.84 |
| 2023-12-31 | $582k | 2.0k | 292.29 |
| 2023-09-30 | $209k | 777 | 268.80 |
| 2021-06-30 | $200k | 920 | 217.39 |