Caterpillar shares owned by Gwn Securities
Historical chart of Gwn Securities investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Gwn Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Gwn Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $738k | 1.5k | 481.69 |
| 2025-06-30 | $578k | 1.5k | 390.46 |
| 2025-03-31 | $6.9M | 20k | 345.92 |
| 2024-12-31 | $1.2M | 2.9k | 406.84 |