Caterpillar shares owned by GeoWealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 1.1k | 477.09 |
| 2025-06-30 | $366k | 942 | 388.29 |
| 2025-03-31 | $958k | 2.9k | 329.82 |
| 2024-12-31 | $1.2M | 3.3k | 362.77 |
| 2024-09-30 | $1.2M | 3.1k | 391.18 |
| 2024-06-30 | $1.1M | 3.4k | 333.15 |
| 2024-03-31 | $971k | 2.6k | 366.49 |
| 2023-09-30 | $377k | 1.4k | 272.46 |
| 2023-06-30 | $311k | 1.3k | 246.37 |
| 2023-03-31 | $291k | 1.3k | 228.55 |
| 2022-12-31 | $376k | 1.6k | 239.33 |
| 2022-09-30 | $476k | 2.9k | 164.00 |
| 2022-06-30 | $537k | 3.0k | 178.84 |
| 2022-03-31 | $688k | 3.1k | 222.96 |
| 2021-12-31 | $376k | 1.8k | 205.97 |
| 2021-09-30 | $343k | 1.8k | 192.16 |
| 2021-06-30 | $397k | 1.8k | 217.53 |
| 2021-03-31 | $416k | 1.8k | 232.14 |