Caterpillar shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 268 | 477.15 |
| 2025-06-30 | $108k | 278 | 388.21 |
| 2025-03-31 | $89k | 269 | 329.80 |
| 2024-12-31 | $116k | 319 | 362.76 |
| 2024-09-30 | $125k | 319 | 391.12 |
| 2024-03-31 | $328k | 894 | 366.43 |
| 2023-12-31 | $264k | 894 | 295.67 |
| 2023-09-30 | $302k | 1.1k | 273.00 |
| 2023-06-30 | $273k | 1.1k | 246.05 |
| 2023-03-31 | $255k | 1.1k | 229.87 |
| 2022-12-31 | $265k | 1.1k | 239.56 |
| 2022-09-30 | $234k | 1.3k | 178.90 |
| 2022-06-30 | $291k | 1.3k | 222.48 |
| 2022-03-31 | $291k | 1.3k | 222.48 |
| 2021-12-31 | $185k | 895 | 206.70 |
| 2021-09-30 | $209k | 960 | 217.71 |
| 2021-06-30 | $209k | 960 | 217.71 |
| 2021-03-31 | $224k | 966 | 231.88 |
More positions owned by Future Financial Wealth Managment
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