Caterpillar shares owned by FSA Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FSA Wealth Management
from 13F filings
Historical chart of FSA Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by FSA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 250 | 477.59 |
| 2025-06-30 | $136k | 350 | 388.47 |
| 2025-03-31 | $116k | 350 | 330.02 |
| 2024-12-31 | $127k | 350 | 363.00 |
| 2024-09-30 | $191k | 489 | 391.10 |
| 2024-03-31 | $128k | 349 | 366.89 |
| 2023-12-31 | $103k | 349 | 295.13 |
| 2020-12-31 | $49k | 267 | 183.52 |
| 2020-06-30 | $34k | 267 | 127.34 |
| 2020-03-31 | $31k | 267 | 116.10 |
| 2019-12-31 | $39k | 267 | 146.07 |