Caterpillar shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 477.32 |
| 2025-06-30 | $4.0M | 10k | 388.22 |
| 2025-03-31 | $3.4M | 10k | 332.91 |
| 2024-12-31 | $3.3M | 9.0k | 365.30 |
| 2024-09-30 | $3.5M | 8.8k | 393.86 |
| 2024-06-30 | $2.6M | 7.7k | 334.35 |
| 2024-03-31 | $2.8M | 7.5k | 366.42 |
| 2023-12-31 | $1.8M | 6.1k | 295.65 |