Caterpillar shares owned by Highline Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Highline Wealth Partners
from 13F filings
Historical chart of Highline Wealth Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Highline Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Highline Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 51 | 478.84 |
| 2025-06-30 | $9.4k | 24 | 390.63 |
| 2025-03-31 | $23k | 68 | 330.37 |
| 2024-12-31 | $77k | 211 | 362.91 |
| 2024-09-30 | $9.4k | 24 | 392.04 |
| 2024-06-30 | $12k | 35 | 333.54 |
| 2024-03-31 | $2.9k | 8 | 368.25 |
| 2023-12-31 | $2.4k | 8 | 296.88 |
| 2023-09-30 | $2.2k | 8 | 273.75 |
| 2023-06-30 | $2.0k | 8 | 246.38 |
| 2023-03-31 | $458 | 2 | 229.00 |
| 2022-12-31 | $719 | 3 | 239.67 |