Caterpillar shares owned by MBL Wealth
Historical chart of MBL Wealth investment in Caterpillar
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All positions including Caterpillar held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.2k | 477.15 |
| 2025-06-30 | $804k | 2.1k | 388.21 |
| 2025-03-31 | $653k | 2.0k | 329.80 |
| 2024-12-31 | $685k | 1.9k | 362.76 |
| 2024-09-30 | $802k | 2.1k | 391.12 |
| 2024-06-30 | $481k | 1.4k | 333.10 |
| 2024-03-31 | $600k | 1.6k | 366.43 |
| 2023-12-31 | $535k | 1.8k | 295.67 |
| 2022-03-31 | $253k | 1.1k | 223.10 |
| 2021-03-31 | $258k | 1.1k | 231.39 |
| 2020-12-31 | $359k | 2.0k | 181.77 |