Caterpillar shares owned by Impact Partnership Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Impact Partnership Wealth
from 13F filings
Historical chart of Impact Partnership Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Impact Partnership Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $299k | 627 | 477.31 |
| 2025-06-30 | $200k | 516 | 388.35 |
| 2024-06-30 | $714k | 2.1k | 333.11 |
| 2024-03-31 | $147k | 401 | 366.45 |
| 2023-12-31 | $498k | 1.7k | 295.67 |
| 2023-09-30 | $174k | 638 | 273.00 |
| 2023-06-30 | $74k | 301 | 246.06 |