Caterpillar shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 75 | 477.15 |
| 2025-06-30 | $29k | 75 | 388.21 |
| 2025-03-31 | $25k | 75 | 329.80 |
| 2024-12-31 | $27k | 75 | 362.76 |
| 2024-09-30 | $29k | 75 | 391.12 |
| 2024-06-30 | $25k | 75 | 333.11 |
| 2024-03-31 | $57k | 155 | 366.43 |
| 2023-12-31 | $46k | 155 | 295.67 |
| 2023-09-30 | $42k | 155 | 273.00 |
| 2023-06-30 | $44k | 155 | 282.89 |
| 2023-03-31 | $34k | 155 | 218.80 |
| 2022-12-31 | $25k | 155 | 161.29 |
| 2022-09-30 | $25k | 155 | 161.29 |
| 2022-06-30 | $28k | 155 | 180.65 |
| 2022-03-31 | $35k | 155 | 225.81 |
| 2021-12-31 | $32k | 155 | 206.45 |
| 2021-09-30 | $78k | 405 | 192.59 |
| 2021-03-31 | $117k | 505 | 231.68 |
| 2019-09-30 | $268k | 2.1k | 126.12 |
| 2019-06-30 | $290k | 2.1k | 136.47 |
| 2019-03-31 | $356k | 2.6k | 135.62 |
| 2018-12-31 | $334k | 2.6k | 127.24 |
| 2018-09-30 | $400k | 2.6k | 152.38 |
| 2018-06-30 | $356k | 2.6k | 135.62 |
| 2018-03-31 | $383k | 2.6k | 147.31 |
| 2017-12-31 | $409k | 2.6k | 157.31 |
| 2017-09-30 | $449k | 3.6k | 124.72 |
| 2017-06-30 | $387k | 3.6k | 107.50 |
| 2017-03-31 | $315k | 3.4k | 92.65 |
| 2016-12-31 | $315k | 3.4k | 92.65 |