Caterpillar shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $704k | 1.5k | 477.18 |
| 2025-06-30 | $614k | 1.6k | 388.09 |
| 2025-03-31 | $520k | 1.6k | 329.87 |
| 2024-12-31 | $526k | 1.5k | 362.68 |
| 2024-09-30 | $609k | 1.6k | 391.06 |
| 2024-06-30 | $483k | 1.4k | 332.99 |
| 2024-03-31 | $245k | 669 | 366.19 |