Caterpillar shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 1.6k | 477.18 |
| 2025-06-30 | $1.0M | 2.7k | 388.21 |
| 2025-03-31 | $685k | 2.1k | 329.80 |
| 2024-12-31 | $736k | 2.0k | 362.73 |
| 2024-09-30 | $505k | 1.3k | 391.12 |
| 2024-06-30 | $406k | 1.2k | 333.10 |
| 2024-03-31 | $415k | 1.1k | 366.43 |