Caterpillar shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267k | 560 | 477.15 |
| 2024-06-30 | $242k | 727 | 333.10 |
| 2024-03-31 | $266k | 727 | 366.43 |
| 2023-12-31 | $206k | 697 | 295.67 |
| 2022-09-30 | $373k | 2.3k | 164.08 |
| 2021-12-31 | $385k | 1.9k | 206.74 |
| 2021-03-31 | $351k | 1.5k | 231.87 |
| 2020-12-31 | $295k | 1.6k | 182.02 |
| 2020-09-30 | $245k | 1.6k | 149.15 |
| 2020-06-30 | $210k | 1.7k | 126.50 |
| 2019-12-31 | $252k | 1.7k | 147.68 |
More positions owned by Independent Solutions Wealth Management
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