Caterpillar shares owned by NewEdge Wealth
Historical chart of NewEdge Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.0M | 8.7k | 572.87 |
| 2025-09-30 | $3.3M | 5.8k | 569.13 |
| 2025-06-30 | $2.3M | 5.6k | 417.08 |
| 2025-03-31 | $2.0M | 6.1k | 329.82 |
| 2024-12-31 | $2.3M | 6.4k | 362.73 |
| 2024-09-30 | $2.0M | 5.1k | 391.12 |
| 2024-06-30 | $394k | 1.2k | 333.04 |
| 2024-03-31 | $899k | 2.7k | 335.44 |
| 2023-12-31 | $376k | 1.3k | 295.69 |
| 2023-09-30 | $424k | 1.6k | 273.03 |
| 2023-06-30 | $392k | 1.6k | 246.07 |
| 2023-03-31 | $376k | 1.6k | 228.86 |
| 2022-12-31 | $2.8M | 12k | 239.57 |
| 2022-09-30 | $1.9M | 12k | 164.06 |
| 2022-06-30 | $1.5M | 8.7k | 178.80 |