Caterpillar shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 43k | 477.15 |
| 2025-06-30 | $19M | 49k | 388.21 |
| 2025-03-31 | $16M | 47k | 329.80 |
| 2024-12-31 | $16M | 45k | 362.76 |
| 2024-09-30 | $13M | 33k | 391.12 |
| 2024-06-30 | $14M | 41k | 333.10 |
| 2024-03-31 | $11M | 29k | 366.44 |
| 2023-12-31 | $9.7M | 33k | 295.67 |
| 2023-09-30 | $8.3M | 30k | 273.00 |
| 2023-06-30 | $6.9M | 28k | 246.05 |
| 2023-03-31 | $5.8M | 25k | 228.84 |
| 2022-12-31 | $6.2M | 26k | 239.56 |
| 2022-09-30 | $4.8M | 29k | 164.09 |
| 2022-06-30 | $5.1M | 29k | 178.76 |
| 2022-03-31 | $6.4M | 29k | 222.80 |
| 2021-12-31 | $5.8M | 28k | 206.74 |
| 2021-09-30 | $4.7M | 24k | 191.97 |
| 2021-06-30 | $4.8M | 22k | 217.63 |
| 2021-03-31 | $4.6M | 20k | 231.86 |
| 2020-12-31 | $3.7M | 20k | 180.02 |
| 2020-09-30 | $3.0M | 20k | 149.16 |
More positions owned by Kestra Private Wealth Services
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