Caterpillar shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.1k | 477.12 |
| 2025-06-30 | $769k | 2.0k | 388.16 |
| 2025-03-31 | $593k | 1.8k | 329.81 |
| 2024-12-31 | $650k | 1.8k | 362.86 |
| 2024-09-30 | $714k | 1.8k | 391.18 |
| 2024-06-30 | $625k | 1.9k | 333.13 |
| 2024-03-31 | $685k | 1.9k | 366.43 |
| 2023-12-31 | $550k | 1.9k | 295.65 |
| 2023-09-30 | $505k | 1.9k | 273.00 |
| 2023-06-30 | $454k | 1.8k | 246.04 |
| 2023-03-31 | $419k | 1.8k | 228.81 |
| 2022-12-31 | $437k | 1.8k | 239.55 |
| 2022-09-30 | $291k | 1.8k | 164.04 |
| 2022-06-30 | $290k | 1.6k | 178.79 |
| 2022-03-31 | $359k | 1.6k | 222.57 |
| 2021-12-31 | $223k | 1.1k | 206.48 |
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