Caterpillar shares owned by Meriwether Wealth & Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meriwether Wealth & Planning
from 13F filings
Historical chart of Meriwether Wealth & Planning investment in Caterpillar
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All positions including Caterpillar held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Meriwether Wealth & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 1.7k | 477.15 |
| 2025-06-30 | $705k | 1.8k | 388.21 |
| 2025-03-31 | $600k | 1.8k | 329.80 |
| 2024-12-31 | $657k | 1.8k | 362.76 |
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