Caterpillar shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $169k | 354 | 476.57 |
| 2025-06-30 | $137k | 353 | 388.73 |
| 2025-03-31 | $117k | 353 | 330.13 |
| 2024-12-31 | $128k | 352 | 363.01 |
| 2024-09-30 | $138k | 352 | 391.28 |
| 2024-06-30 | $117k | 352 | 333.13 |
| 2024-03-31 | $129k | 352 | 366.36 |
| 2023-12-31 | $104k | 352 | 295.53 |
| 2023-09-30 | $96k | 352 | 272.76 |
| 2023-06-30 | $87k | 352 | 245.75 |
| 2023-03-31 | $80k | 351 | 229.11 |
| 2022-12-31 | $91k | 380 | 239.74 |
| 2022-09-30 | $62k | 378 | 164.02 |
| 2022-06-30 | $68k | 378 | 179.89 |
| 2022-03-31 | $84k | 378 | 222.22 |
| 2021-12-31 | $78k | 378 | 206.35 |
| 2021-09-30 | $72k | 378 | 190.48 |
| 2021-06-30 | $88k | 391 | 225.06 |
| 2021-03-31 | $102k | 439 | 232.35 |
| 2020-12-31 | $81k | 446 | 181.61 |
| 2020-09-30 | $58k | 446 | 130.04 |
| 2020-06-30 | $41k | 325 | 126.15 |
| 2020-03-31 | $38k | 325 | 116.06 |
| 2019-12-31 | $59k | 404 | 146.04 |
More positions owned by HighMark Wealth Management
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