Caterpillar shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $262k | 264 | 991.13 |
| 2025-03-31 | $2.1M | 6.4k | 329.79 |
| 2024-12-31 | $2.3M | 6.4k | 362.74 |
| 2024-09-30 | $2.4M | 6.2k | 391.12 |
| 2024-06-30 | $2.0M | 6.1k | 333.10 |
| 2024-03-31 | $2.1M | 5.8k | 366.43 |