Caterpillar shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Caterpillar
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All positions including Caterpillar held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 532 | 388.40 |
| 2025-06-30 | $205k | 620 | 329.86 |
| 2025-03-31 | $225k | 620 | 362.75 |
| 2024-12-31 | $242k | 620 | 391.03 |
| 2024-09-30 | $206k | 620 | 332.95 |
| 2024-06-30 | $227k | 620 | 366.19 |
| 2024-03-31 | $227k | 620 | 366.19 |