Caterpillar shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 7.0k | 477.14 |
| 2025-06-30 | $2.4M | 6.2k | 388.21 |
| 2025-03-31 | $2.3M | 6.9k | 329.80 |
| 2024-12-31 | $2.4M | 6.7k | 362.76 |
| 2024-06-30 | $2.4M | 7.1k | 333.12 |
| 2024-03-31 | $2.6M | 7.1k | 366.42 |
| 2023-12-31 | $2.1M | 7.2k | 295.68 |
| 2023-09-30 | $2.0M | 7.2k | 272.98 |
| 2023-06-30 | $1.8M | 7.2k | 246.05 |
| 2023-03-31 | $1.7M | 7.4k | 228.85 |
| 2022-12-31 | $2.0M | 8.2k | 239.57 |
| 2022-09-30 | $1.4M | 8.3k | 164.05 |
| 2022-06-30 | $1.5M | 8.5k | 178.78 |
| 2022-03-31 | $1.9M | 8.5k | 222.80 |
| 2021-12-31 | $1.8M | 8.8k | 206.70 |
| 2021-09-30 | $1.7M | 8.9k | 192.00 |
| 2021-06-30 | $1.9M | 8.9k | 217.62 |
| 2021-03-31 | $2.2M | 9.6k | 231.86 |
| 2020-12-31 | $1.8M | 10k | 182.03 |
| 2020-09-30 | $1.5M | 10k | 149.16 |
| 2020-06-30 | $1.3M | 10k | 126.50 |
| 2020-03-31 | $1.1M | 9.5k | 116.03 |
| 2019-12-31 | $1.3M | 9.0k | 147.72 |
| 2019-09-30 | $1.1M | 8.9k | 126.31 |
| 2019-06-30 | $1.2M | 8.6k | 134.85 |
| 2019-03-31 | $1.1M | 7.9k | 135.51 |
| 2018-12-31 | $1.0M | 8.1k | 127.05 |
| 2018-09-30 | $445k | 2.9k | 152.45 |
| 2018-06-30 | $409k | 3.0k | 135.70 |
| 2018-03-31 | $455k | 3.1k | 147.54 |
| 2017-12-31 | $508k | 3.2k | 157.57 |
| 2017-09-30 | $408k | 3.3k | 124.62 |
| 2017-06-30 | $358k | 3.3k | 107.38 |
| 2017-03-31 | $330k | 3.6k | 92.72 |
| 2016-12-31 | $566k | 6.1k | 92.73 |
| 2016-09-30 | $588k | 6.6k | 88.77 |
| 2016-06-30 | $520k | 6.9k | 75.81 |
| 2016-03-31 | $731k | 9.6k | 76.51 |
| 2015-12-31 | $656k | 9.7k | 67.92 |
| 2015-09-30 | $762k | 12k | 65.33 |
| 2015-06-30 | $1.2M | 14k | 84.82 |
| 2015-03-31 | $1.2M | 15k | 80.02 |
| 2014-12-31 | $1.5M | 16k | 91.54 |
| 2014-09-30 | $1.5M | 15k | 99.03 |
| 2014-06-30 | $1.7M | 15k | 108.64 |
| 2014-03-31 | $2.0M | 23k | 86.96 |
| 2013-12-31 | $2.3M | 25k | 90.82 |
| 2013-09-30 | $2.1M | 25k | 83.41 |
| 2013-06-30 | $2.0M | 25k | 82.49 |
| 2013-03-31 | $2.0M | 23k | 86.96 |
| 2012-12-31 | $2.0M | 22k | 89.60 |
| 2012-09-30 | $1.9M | 22k | 86.05 |
| 2012-06-30 | $1.8M | 21k | 84.91 |
| 2012-03-31 | $2.2M | 21k | 106.51 |
| 2011-12-31 | $1.9M | 21k | 90.60 |
More positions owned by Triangle Securities Wealth Management
View all positions for Triangle Securities Wealth Management