Caterpillar shares owned by Naviter Wealth
Historical chart of Naviter Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 8.5k | 477.16 |
| 2025-06-30 | $3.2M | 8.4k | 388.21 |
| 2025-03-31 | $2.8M | 8.6k | 329.69 |
| 2024-12-31 | $3.1M | 8.5k | 362.76 |
| 2024-09-30 | $2.2M | 5.8k | 391.12 |
| 2024-06-30 | $1.9M | 5.8k | 333.10 |
| 2024-03-31 | $2.1M | 5.8k | 366.43 |
| 2023-12-31 | $1.8M | 6.0k | 295.67 |
| 2023-09-30 | $1.4M | 5.1k | 273.00 |
| 2023-06-30 | $1.2M | 4.9k | 246.05 |
| 2023-03-31 | $989k | 4.3k | 228.84 |