Caterpillar shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 1.8k | 477.26 |
| 2025-06-30 | $688k | 1.8k | 388.29 |
| 2025-03-31 | $584k | 1.8k | 329.84 |
| 2024-12-31 | $626k | 1.7k | 362.77 |
| 2024-09-30 | $674k | 1.7k | 391.12 |
| 2024-06-30 | $576k | 1.7k | 333.07 |
| 2024-03-31 | $628k | 1.7k | 366.38 |
More positions owned by Lakeridge Wealth Management
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