Caterpillar shares owned by Massachusetts Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Massachusetts Wealth Management
from 13F filings
Historical chart of Massachusetts Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Massachusetts Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Massachusetts Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 6.5k | 477.15 |
| 2025-06-30 | $2.4M | 6.3k | 388.21 |
| 2025-03-31 | $2.0M | 6.1k | 329.80 |
| 2024-12-31 | $2.3M | 6.5k | 362.76 |
| 2024-09-30 | $2.5M | 6.5k | 391.12 |
| 2024-06-30 | $2.1M | 6.4k | 333.10 |
| 2024-03-31 | $2.4M | 6.5k | 366.43 |
| 2023-12-31 | $1.8M | 6.2k | 295.67 |
| 2023-09-30 | $1.6M | 6.0k | 273.00 |
| 2023-06-30 | $1.5M | 6.0k | 246.05 |
| 2023-03-31 | $1.3M | 5.7k | 228.84 |
| 2022-12-31 | $1.5M | 5.8k | 252.29 |
More positions owned by Massachusetts Wealth Management
View all positions for Massachusetts Wealth Management