Caterpillar shares owned by Global Wealth Strategies & Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Global Wealth Strategies & Associates
from 13F filings
Historical chart of Global Wealth Strategies & Associates investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Global Wealth Strategies & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $158k | 331 | 477.22 |
| 2025-06-30 | $116k | 298 | 388.25 |
| 2025-03-31 | $98k | 298 | 329.82 |
| 2024-12-31 | $108k | 298 | 362.76 |
| 2024-09-30 | $64k | 164 | 391.12 |
| 2024-06-30 | $55k | 164 | 333.10 |
| 2024-03-31 | $60k | 164 | 366.43 |
| 2023-12-31 | $49k | 164 | 295.67 |
| 2023-09-30 | $45k | 164 | 273.00 |
| 2023-06-30 | $24k | 97 | 246.05 |
| 2023-03-31 | $22k | 97 | 228.84 |
| 2022-12-31 | $14k | 57 | 239.56 |
More positions owned by Global Wealth Strategies & Associates
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