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
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 9.8k | 572.89 |
| 2025-09-30 | $4.7M | 9.8k | 477.17 |
| 2025-06-30 | $3.9M | 10k | 388.23 |
| 2025-03-31 | $3.3M | 10k | 329.81 |
| 2024-12-31 | $3.4M | 9.5k | 362.78 |
| 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 |