Caterpillar shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 38k | 477.15 |
| 2025-06-30 | $15M | 37k | 388.21 |
| 2025-03-31 | $12M | 36k | 329.80 |
| 2024-12-31 | $13M | 35k | 362.76 |
| 2024-09-30 | $14M | 35k | 391.12 |
| 2024-06-30 | $12M | 35k | 333.10 |
| 2024-03-31 | $13M | 35k | 366.43 |
| 2023-12-31 | $10M | 35k | 295.67 |
| 2023-09-30 | $9.1M | 33k | 273.00 |
| 2023-06-30 | $8.3M | 34k | 246.05 |
| 2023-03-31 | $7.1M | 31k | 228.84 |
| 2022-12-31 | $6.8M | 29k | 239.56 |
| 2022-09-30 | $3.4M | 20k | 164.08 |
| 2022-06-30 | $3.6M | 20k | 178.78 |
| 2022-03-31 | $4.1M | 18k | 222.82 |
| 2021-12-31 | $341k | 1.6k | 206.92 |
| 2021-09-30 | $316k | 1.6k | 191.75 |
| 2021-06-30 | $359k | 1.6k | 217.84 |
| 2021-03-31 | $357k | 1.5k | 231.97 |
| 2020-12-31 | $277k | 1.5k | 182.12 |
| 2020-09-30 | $224k | 1.5k | 149.33 |
| 2019-12-31 | $222k | 1.5k | 148.00 |
| 2019-06-30 | $204k | 1.5k | 136.00 |
| 2019-03-31 | $203k | 1.5k | 135.33 |
| 2018-09-30 | $229k | 1.5k | 152.67 |