Caterpillar shares owned by Meridian Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meridian Financial Partners
from 13F filings
Historical chart of Meridian Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Meridian Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $605k | 1.2k | 502.33 |
| 2025-06-30 | $464k | 1.2k | 388.61 |
| 2025-03-31 | $394k | 1.2k | 329.98 |
| 2024-12-31 | $361k | 994 | 363.18 |
| 2024-09-30 | $389k | 994 | 391.35 |
| 2024-06-30 | $359k | 1.0k | 356.15 |
| 2023-06-30 | $289k | 1.1k | 261.30 |
| 2022-06-30 | $739k | 4.0k | 185.21 |
| 2021-12-31 | $746k | 3.4k | 221.56 |
| 2021-09-30 | $295k | 1.6k | 189.10 |
More positions owned by Meridian Financial Partners
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