Caterpillar shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 960 | 477.22 |
| 2025-06-30 | $334k | 861 | 388.28 |
| 2025-03-31 | $255k | 772 | 329.86 |
| 2024-12-31 | $280k | 771 | 362.83 |
| 2024-09-30 | $301k | 769 | 391.20 |
| 2024-06-30 | $254k | 761 | 333.16 |
| 2024-03-31 | $286k | 780 | 366.43 |
More positions owned by Holistic Financial Partners
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