Caterpillar shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Caterpillar
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Quarterly reported holdings in Caterpillar by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $119k | 168 | 708.46 |
| 2023-03-31 | $40k | 176 | 227.27 |
| 2022-12-31 | $42k | 176 | 238.64 |
| 2022-09-30 | $30k | 176 | 170.45 |
| 2022-06-30 | $28k | 155 | 180.65 |
| 2022-03-31 | $40k | 180 | 222.22 |
| 2021-12-31 | $37k | 180 | 205.56 |
| 2021-09-30 | $35k | 180 | 194.44 |
| 2021-06-30 | $34k | 155 | 219.35 |
| 2021-03-31 | $36k | 155 | 232.26 |
| 2020-12-31 | $28k | 155 | 180.65 |
| 2020-09-30 | $48k | 320 | 150.00 |
| 2020-06-30 | $41k | 320 | 128.13 |
| 2020-03-31 | $37k | 320 | 115.63 |
| 2019-12-31 | $47k | 320 | 146.88 |