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Caterpillar shares owned by Mattern Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mattern Wealth Management from 13F filings

Historical chart of Mattern Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Mattern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 6.1k 391.15
2024-06-30 $2.0M 6.2k 333.12
2024-03-31 $2.1M 5.7k 366.42
2023-12-31 $1.7M 5.7k 295.69
2023-09-30 $1.6M 5.9k 272.98
2023-06-30 $1.5M 5.9k 246.08
2023-03-31 $1.4M 6.1k 228.83
2022-12-31 $1.5M 6.2k 239.54
2022-09-30 $1.0M 6.2k 164.07
2022-06-30 $1.1M 6.2k 178.80
2022-03-31 $1.4M 6.2k 222.81
2021-12-31 $1.3M 6.2k 206.71
2021-09-30 $1.2M 6.3k 191.91
2021-06-30 $1.3M 6.3k 207.91
2021-03-31 $1.5M 6.5k 231.81
2020-12-31 $1.2M 6.4k 181.96
2020-09-30 $896k 6.0k 149.16
2020-06-30 $763k 6.0k 126.49
2020-03-31 $619k 5.3k 116.09
2019-12-31 $699k 4.7k 147.72