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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

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All positions including Caterpillar held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
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