Caterpillar shares owned by Mindset Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mindset Wealth Management
from 13F filings
Historical chart of Mindset Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mindset Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 1.3k | 477.08 |
| 2025-06-30 | $467k | 1.2k | 388.15 |
| 2025-03-31 | $397k | 1.2k | 329.85 |