Caterpillar shares owned by Horizon Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Horizon Wealth Management
from 13F filings
Historical chart of Horizon Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Horizon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.2k | 477.11 |
| 2025-06-30 | $855k | 2.2k | 388.21 |
| 2025-03-31 | $733k | 2.2k | 329.78 |
| 2024-12-31 | $797k | 2.2k | 362.74 |
| 2024-09-30 | $858k | 2.2k | 391.15 |
| 2024-06-30 | $730k | 2.2k | 333.12 |
| 2024-03-31 | $930k | 2.5k | 366.41 |
| 2023-12-31 | $790k | 2.7k | 295.66 |
| 2023-09-30 | $839k | 3.1k | 273.02 |
| 2023-06-30 | $754k | 3.1k | 246.06 |
| 2023-03-31 | $699k | 3.1k | 228.85 |
| 2022-12-31 | $905k | 3.8k | 239.54 |
| 2022-09-30 | $583k | 3.6k | 163.99 |
| 2022-06-30 | $682k | 3.8k | 178.72 |
| 2022-03-31 | $847k | 3.8k | 222.84 |
| 2021-12-31 | $1.4M | 6.9k | 206.79 |