Caterpillar shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 477.16 |
| 2025-06-30 | $4.1M | 11k | 388.20 |
| 2025-03-31 | $3.5M | 11k | 329.81 |
| 2024-12-31 | $2.9M | 8.0k | 362.75 |
| 2024-09-30 | $3.2M | 8.1k | 391.11 |
| 2024-06-30 | $2.2M | 6.7k | 333.09 |
| 2024-03-31 | $2.3M | 6.2k | 366.40 |
| 2023-12-31 | $1.3M | 4.4k | 295.64 |
| 2023-09-30 | $1.2M | 4.4k | 272.98 |
| 2023-06-30 | $1.0M | 4.1k | 246.04 |
| 2023-03-31 | $869k | 3.8k | 228.85 |
| 2022-12-31 | $862k | 3.6k | 239.59 |
| 2022-09-30 | $574k | 3.5k | 164.09 |
| 2022-06-30 | $579k | 3.2k | 178.76 |
| 2022-03-31 | $767k | 3.4k | 222.71 |
| 2021-12-31 | $648k | 3.1k | 206.90 |
| 2021-09-30 | $564k | 2.9k | 191.84 |
| 2021-06-30 | $699k | 3.2k | 217.62 |
| 2021-03-31 | $630k | 2.7k | 231.79 |
| 2020-12-31 | $409k | 2.2k | 182.10 |
| 2020-09-30 | $246k | 1.7k | 149.00 |
| 2019-12-31 | $228k | 1.5k | 147.38 |
| 2019-06-30 | $222k | 1.6k | 136.45 |
| 2016-06-30 | $52k | 40k | 1.30 |