Caterpillar shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Meritas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $302k | 632 | 477.15 |
| 2025-06-30 | $259k | 667 | 388.21 |
| 2025-03-31 | $220k | 667 | 329.80 |
| 2024-12-31 | $254k | 700 | 362.76 |
| 2024-09-30 | $274k | 700 | 391.12 |
| 2024-06-30 | $233k | 700 | 333.10 |
| 2024-03-31 | $257k | 700 | 366.43 |
| 2023-12-31 | $207k | 700 | 295.67 |