Caterpillar shares owned by MBE Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MBE Wealth Management
from 13F filings
Historical chart of MBE Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by MBE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 764 | 477.22 |
| 2025-06-30 | $301k | 775 | 388.12 |
| 2025-03-31 | $260k | 788 | 329.59 |
| 2024-12-31 | $260k | 717 | 362.99 |
| 2024-09-30 | $206k | 526 | 391.43 |
| 2020-03-31 | $2.0k | 25 | 80.00 |