Caterpillar shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $96k | 247 | 388.21 |
| 2025-03-31 | $48k | 146 | 329.80 |
| 2024-12-31 | $53k | 146 | 362.76 |
| 2024-09-30 | $53k | 136 | 391.12 |
| 2024-06-30 | $44k | 131 | 333.10 |
| 2024-03-31 | $46k | 126 | 366.43 |
| 2023-12-31 | $34k | 116 | 295.67 |
| 2023-09-30 | $32k | 116 | 273.00 |
| 2023-06-30 | $29k | 116 | 246.05 |
| 2023-03-31 | $27k | 116 | 228.84 |
| 2022-12-31 | $28k | 116 | 241.38 |
| 2022-09-30 | $5.0k | 30 | 166.67 |
| 2022-06-30 | $21k | 116 | 181.03 |
| 2022-03-31 | $26k | 116 | 224.14 |
| 2021-12-31 | $26k | 126 | 206.35 |
| 2021-09-30 | $24k | 126 | 190.48 |
| 2021-06-30 | $49k | 226 | 216.81 |
| 2021-03-31 | $64k | 276 | 231.88 |
| 2020-12-31 | $50k | 276 | 181.16 |
More positions owned by Iron Horse Wealth Management
View all positions for Iron Horse Wealth Management