Caterpillar shares owned by McGlone Suttner Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by McGlone Suttner Wealth Management
from 13F filings
Historical chart of McGlone Suttner Wealth Management investment in Caterpillar
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All positions including Caterpillar held by McGlone Suttner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by McGlone Suttner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.15 |
| 2025-06-30 | $1.6M | 4.0k | 388.23 |
| 2025-03-31 | $1.3M | 4.0k | 329.77 |
| 2024-12-31 | $1.3M | 3.6k | 362.78 |
| 2024-09-30 | $1.4M | 3.6k | 391.16 |
| 2024-06-30 | $941k | 3.2k | 295.68 |
| 2024-03-31 | $1.4M | 3.7k | 366.44 |
| 2023-12-31 | $941k | 3.2k | 295.68 |
| 2023-09-30 | $779k | 2.9k | 273.08 |
| 2023-06-30 | $668k | 2.7k | 246.12 |
| 2023-03-31 | $584k | 2.5k | 228.91 |
| 2022-12-31 | $591k | 2.5k | 239.71 |
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