Caterpillar shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 1.0k | 477.19 |
| 2025-06-30 | $455k | 1.2k | 388.10 |
| 2025-03-31 | $453k | 1.4k | 329.90 |
| 2024-12-31 | $423k | 1.2k | 362.76 |
| 2024-09-30 | $392 | 1 | 392.00 |
| 2024-06-30 | $334 | 1 | 334.00 |
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