Caterpillar shares owned by Leo Wealth
Historical chart of Leo Wealth investment in Caterpillar
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All positions including Caterpillar held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Leo Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $861k | 1.5k | 572.77 |
| 2025-06-30 | $504k | 1.3k | 388.08 |
| 2024-12-31 | $469k | 1.3k | 362.86 |
| 2024-09-30 | $544k | 1.4k | 391.21 |
| 2024-06-30 | $532k | 1.6k | 329.79 |
| 2024-03-31 | $1.3M | 3.7k | 363.97 |
| 2023-12-31 | $1.2M | 3.6k | 332.02 |