Caterpillar shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kerntke Otto McGlone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 685 | 476.93 |
| 2025-06-30 | $267k | 687 | 388.10 |
| 2025-03-31 | $225k | 681 | 329.83 |
| 2024-12-31 | $241k | 664 | 362.80 |
| 2024-09-30 | $259k | 663 | 391.28 |
| 2024-03-31 | $246k | 671 | 366.86 |
| 2023-12-31 | $202k | 684 | 295.97 |
| 2021-06-30 | $219k | 1.0k | 217.69 |
More positions owned by Kerntke Otto McGlone Wealth Management Group
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