Caterpillar shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 477.26 |
| 2025-06-30 | $1.3M | 3.3k | 388.31 |
| 2025-03-31 | $2.5M | 7.6k | 329.84 |
| 2024-12-31 | $1.2M | 3.3k | 362.81 |
| 2022-03-31 | $462k | 2.0k | 231.46 |
| 2021-12-31 | $773k | 3.7k | 206.74 |
| 2021-09-30 | $616k | 3.2k | 191.96 |
| 2021-06-30 | $704k | 3.2k | 217.55 |
| 2021-03-31 | $462k | 2.0k | 231.46 |
| 2020-12-31 | $420k | 2.3k | 181.98 |
| 2020-09-30 | $312k | 2.1k | 148.93 |
| 2020-06-30 | $266k | 2.1k | 126.55 |
| 2020-03-31 | $228k | 2.0k | 116.09 |
| 2019-12-31 | $306k | 2.1k | 147.83 |
| 2019-09-30 | $402k | 3.2k | 126.45 |
| 2019-06-30 | $331k | 2.4k | 136.27 |
| 2019-03-31 | $248k | 1.8k | 135.22 |
More positions owned by Golden State Wealth Management
View all positions for Golden State Wealth Management