Caterpillar shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 54 | 477.15 |
| 2025-06-30 | $21k | 54 | 388.20 |
| 2025-03-31 | $18k | 54 | 329.80 |
| 2024-12-31 | $20k | 54 | 362.76 |
| 2024-09-30 | $21k | 54 | 391.11 |
| 2024-06-30 | $18k | 54 | 333.09 |
| 2024-03-31 | $20k | 54 | 366.43 |
| 2023-12-31 | $16k | 54 | 295.67 |
More positions owned by Kathleen S. Wright Associates
View all positions for Kathleen S. Wright Associates