Caterpillar shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $688k | 1.4k | 477.24 |
| 2025-06-30 | $551k | 1.4k | 388.15 |
| 2025-03-31 | $307k | 929 | 329.97 |
| 2024-12-31 | $324k | 894 | 362.74 |
| 2024-09-30 | $428k | 1.1k | 390.87 |
| 2024-06-30 | $346k | 20k | 16.97 |
| 2024-03-31 | $429k | 1.2k | 366.04 |
| 2023-12-31 | $392k | 1.2k | 319.74 |
| 2023-09-30 | $311k | 1.1k | 272.81 |
| 2023-06-30 | $288k | 1.2k | 246.06 |
| 2023-03-31 | $317k | 1.4k | 229.91 |
| 2021-09-30 | $99k | 396 | 250.00 |
| 2021-06-30 | $89k | 408 | 218.14 |
| 2021-03-31 | $66k | 360 | 183.33 |
| 2020-12-31 | $66k | 360 | 183.33 |
| 2020-09-30 | $45k | 299 | 150.50 |
| 2020-06-30 | $38k | 299 | 127.09 |
| 2020-03-31 | $35k | 298 | 117.45 |
| 2019-12-31 | $44k | 297 | 148.15 |
| 2019-09-30 | $38k | 296 | 128.38 |
| 2019-06-30 | $65k | 477 | 136.27 |
| 2019-03-31 | $72k | 536 | 134.33 |
| 2018-12-31 | $66k | 526 | 125.48 |