Caterpillar shares owned by Moran Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Moran Wealth Management
from 13F filings
Historical chart of Moran Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Moran Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 59k | 477.15 |
| 2025-06-30 | $23M | 60k | 388.21 |
| 2025-03-31 | $20M | 61k | 329.80 |
| 2024-12-31 | $20M | 55k | 362.76 |
| 2024-09-30 | $22M | 55k | 391.12 |
| 2024-06-30 | $18M | 55k | 333.10 |
| 2024-03-31 | $20M | 55k | 366.43 |
| 2023-12-31 | $16M | 55k | 295.67 |
| 2023-09-30 | $15M | 56k | 273.00 |
| 2023-06-30 | $14M | 56k | 246.05 |
| 2023-03-31 | $14M | 59k | 228.84 |
| 2022-12-31 | $14M | 57k | 239.56 |