Caterpillar shares owned by Grant Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Grant Private Wealth Management
from 13F filings
Historical chart of Grant Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Grant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 1.4k | 477.13 |
| 2025-06-30 | $324k | 834 | 388.43 |
| 2025-03-31 | $404k | 1.2k | 329.80 |
| 2024-12-31 | $304k | 837 | 362.76 |
More positions owned by Grant Private Wealth Management
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