Caterpillar shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 7.1k | 572.84 |
| 2025-09-30 | $3.3M | 6.9k | 477.14 |
| 2025-06-30 | $2.7M | 7.0k | 388.20 |
| 2025-03-31 | $2.3M | 7.0k | 329.81 |
| 2024-12-31 | $2.6M | 7.1k | 362.75 |
| 2024-09-30 | $2.7M | 6.9k | 391.11 |
| 2024-06-30 | $2.3M | 6.8k | 333.09 |
| 2024-03-31 | $2.6M | 7.0k | 366.42 |
| 2023-12-31 | $1.9M | 6.6k | 295.66 |
| 2023-09-30 | $1.9M | 7.0k | 273.02 |
| 2023-06-30 | $2.7M | 11k | 246.07 |
| 2023-03-31 | $807k | 3.5k | 228.87 |
| 2022-12-31 | $798k | 3.3k | 239.59 |
| 2022-09-30 | $574k | 3.5k | 164.19 |
| 2022-06-30 | $639k | 3.6k | 178.84 |
| 2022-03-31 | $803k | 3.6k | 222.81 |
| 2021-12-31 | $1.4M | 6.9k | 206.84 |
| 2021-09-30 | $315k | 1.6k | 192.19 |
| 2021-06-30 | $244k | 1.1k | 218.05 |
| 2021-03-31 | $262k | 1.1k | 232.27 |
| 2020-12-31 | $277k | 1.5k | 182.00 |
| 2016-03-31 | $273k | 3.6k | 76.66 |