Caterpillar shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 477.15 |
| 2025-06-30 | $821k | 2.1k | 388.21 |
| 2025-03-31 | $691k | 2.1k | 329.80 |
| 2024-12-31 | $802k | 2.2k | 362.76 |
| 2024-09-30 | $802k | 2.1k | 391.12 |
| 2024-06-30 | $744k | 2.2k | 333.12 |
| 2024-03-31 | $819k | 2.2k | 366.46 |
| 2023-12-31 | $661k | 2.2k | 295.69 |
| 2023-09-30 | $586k | 2.1k | 273.00 |
| 2023-06-30 | $430k | 1.7k | 246.05 |
| 2023-03-31 | $400k | 1.7k | 228.85 |
| 2022-12-31 | $419k | 1.7k | 239.56 |
| 2022-09-30 | $291k | 1.7k | 166.67 |
| 2022-06-30 | $356k | 2.0k | 178.57 |
| 2022-03-31 | $440k | 1.9k | 226.19 |
| 2021-12-31 | $368k | 1.8k | 205.74 |
| 2021-09-30 | $210k | 1.1k | 192.31 |
| 2021-03-31 | $215k | 945 | 227.51 |
| 2020-12-31 | $350k | 1.9k | 182.01 |
| 2020-09-30 | $331k | 2.2k | 149.30 |
| 2020-06-30 | $275k | 2.2k | 126.38 |
More positions owned by Marks Group Wealth Management
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