Caterpillar shares owned by Horizons Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Horizons Wealth Management
from 13F filings
Historical chart of Horizons Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Horizons Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 249 | 477.15 |
| 2025-06-30 | $97k | 249 | 388.21 |
| 2025-03-31 | $82k | 249 | 329.80 |
| 2024-12-31 | $90k | 249 | 362.76 |
| 2024-09-30 | $98k | 250 | 390.41 |
| 2024-06-30 | $87k | 250 | 347.00 |
| 2024-03-31 | $62k | 211 | 295.03 |
| 2023-09-30 | $58k | 211 | 272.41 |
| 2023-06-30 | $52k | 211 | 245.52 |
More positions owned by Horizons Wealth Management
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