Caterpillar shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Meredith Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 1.2k | 477.16 |
| 2025-06-30 | $458k | 1.2k | 388.22 |
| 2025-03-31 | $389k | 1.2k | 329.81 |
| 2024-12-31 | $428k | 1.2k | 362.77 |
| 2024-09-30 | $462k | 1.2k | 391.13 |
| 2024-06-30 | $393k | 1.2k | 333.11 |
| 2024-03-31 | $432k | 1.2k | 366.44 |
| 2023-12-31 | $405k | 1.4k | 295.68 |
| 2023-09-30 | $428k | 1.6k | 273.01 |
| 2023-06-30 | $389k | 1.6k | 246.05 |
| 2023-03-31 | $362k | 1.6k | 228.84 |
| 2022-12-31 | $349k | 1.5k | 239.56 |