Caterpillar shares owned by IronBridge Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IronBridge Private Wealth
from 13F filings
Historical chart of IronBridge Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by IronBridge Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 7.3k | 477.15 |
| 2025-06-30 | $5.0M | 13k | 388.21 |
| 2025-03-31 | $4.2M | 13k | 329.80 |
| 2024-12-31 | $4.8M | 13k | 362.76 |
| 2024-09-30 | $5.4M | 14k | 391.12 |
| 2024-03-31 | $5.1M | 14k | 366.43 |
| 2023-12-31 | $4.2M | 14k | 295.67 |
| 2023-09-30 | $3.9M | 14k | 273.00 |
| 2023-06-30 | $3.3M | 14k | 246.05 |
| 2021-12-31 | $34k | 163 | 208.59 |
| 2021-09-30 | $31k | 163 | 190.18 |
| 2021-06-30 | $35k | 163 | 214.72 |
| 2021-03-31 | $38k | 163 | 233.13 |
| 2020-12-31 | $30k | 163 | 184.05 |