Caterpillar shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Keebeck 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 Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 964 | 477.15 |
| 2025-06-30 | $345k | 889 | 388.21 |
| 2025-03-31 | $290k | 880 | 329.80 |
| 2024-12-31 | $288k | 793 | 362.76 |
| 2024-09-30 | $267k | 682 | 391.12 |
| 2024-06-30 | $233k | 698 | 333.10 |
| 2024-03-31 | $256k | 698 | 366.43 |
| 2023-12-31 | $206k | 698 | 295.67 |
| 2021-06-30 | $261k | 1.2k | 217.32 |
| 2021-03-31 | $278k | 1.2k | 231.47 |
| 2020-06-30 | $47k | 372 | 126.34 |
| 2019-12-31 | $54k | 372 | 145.16 |