Caterpillar shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 27k | 477.16 |
| 2025-06-30 | $10M | 27k | 388.20 |
| 2025-03-31 | $8.8M | 27k | 329.80 |
| 2024-12-31 | $9.7M | 27k | 362.76 |
| 2024-09-30 | $10M | 27k | 391.12 |
| 2024-06-30 | $8.9M | 27k | 333.10 |
| 2024-03-31 | $9.8M | 27k | 366.43 |
| 2023-12-31 | $7.8M | 27k | 295.67 |
| 2023-09-30 | $7.2M | 26k | 273.00 |
| 2023-06-30 | $6.5M | 27k | 246.05 |
| 2023-03-31 | $6.0M | 26k | 228.84 |
| 2022-12-31 | $6.3M | 26k | 239.56 |
| 2022-09-30 | $4.3M | 27k | 164.07 |
| 2022-06-30 | $4.7M | 26k | 178.75 |
| 2022-03-31 | $5.9M | 26k | 222.83 |
| 2021-12-31 | $5.4M | 26k | 206.73 |
| 2021-09-30 | $5.3M | 26k | 203.54 |
More positions owned by Independent Wealth Network
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