Caterpillar shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $694k | 1.2k | 572.89 |
| 2025-09-30 | $589k | 1.2k | 477.31 |
| 2025-06-30 | $479k | 1.2k | 388.07 |
| 2025-03-31 | $406k | 1.2k | 329.69 |
| 2024-12-31 | $446k | 1.2k | 362.66 |
| 2024-06-30 | $414k | 1.3k | 329.04 |
| 2024-03-31 | $457k | 1.2k | 366.44 |
| 2023-12-31 | $394k | 1.3k | 295.69 |
| 2023-09-30 | $354k | 1.3k | 266.02 |
| 2023-06-30 | $327k | 1.3k | 246.01 |
| 2023-03-31 | $291k | 1.3k | 228.75 |
| 2022-12-31 | $304k | 1.3k | 239.64 |
| 2022-09-30 | $208k | 1.3k | 164.17 |
| 2022-06-30 | $226k | 1.3k | 178.52 |
| 2022-03-31 | $282k | 1.3k | 222.92 |
| 2021-12-31 | $277k | 1.3k | 206.56 |
| 2021-09-30 | $257k | 1.3k | 191.79 |
| 2021-06-30 | $279k | 1.3k | 217.29 |
| 2021-03-31 | $302k | 1.3k | 232.13 |
| 2020-12-31 | $237k | 1.3k | 182.31 |
More positions owned by Graves-Light Private Wealth Management
View all positions for Graves-Light Private Wealth Management