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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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