Caterpillar shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 863 | 477.21 |
| 2025-06-30 | $335k | 863 | 388.21 |
| 2025-03-31 | $285k | 863 | 329.80 |
| 2024-12-31 | $322k | 888 | 362.76 |
| 2024-09-30 | $347k | 888 | 391.12 |
| 2024-06-30 | $296k | 888 | 333.10 |
| 2024-03-31 | $325k | 888 | 366.43 |
| 2023-12-31 | $274k | 928 | 295.67 |
| 2023-09-30 | $200k | 733 | 273.00 |