Caterpillar shares owned by Marion Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 477.13 |
| 2025-06-30 | $844k | 2.2k | 388.17 |
| 2025-03-31 | $715k | 2.2k | 329.83 |
| 2024-12-31 | $785k | 2.2k | 362.70 |
| 2024-09-30 | $843k | 2.2k | 391.17 |
| 2024-06-30 | $716k | 2.1k | 333.14 |
| 2024-03-31 | $785k | 2.1k | 366.45 |
| 2023-12-31 | $662k | 2.2k | 295.68 |
| 2023-09-30 | $636k | 2.3k | 272.97 |
| 2023-06-30 | $571k | 2.3k | 246.08 |
| 2023-03-31 | $529k | 2.3k | 228.88 |
| 2022-12-31 | $552k | 2.3k | 239.55 |
| 2022-09-30 | $368k | 2.2k | 163.99 |
| 2022-06-30 | $399k | 2.2k | 178.68 |
| 2022-03-31 | $393k | 1.8k | 222.79 |
| 2021-12-31 | $363k | 1.8k | 206.84 |