Caterpillar shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 807 | 476.92 |
| 2025-06-30 | $310k | 798 | 388.02 |
| 2025-03-31 | $263k | 798 | 329.64 |
| 2024-12-31 | $302k | 834 | 362.59 |
| 2024-09-30 | $326k | 834 | 390.94 |
| 2024-03-31 | $308k | 841 | 366.26 |
| 2023-12-31 | $239k | 808 | 295.53 |
| 2023-09-30 | $215k | 788 | 272.87 |
| 2023-03-31 | $205k | 897 | 228.96 |
| 2022-12-31 | $213k | 887 | 239.66 |
More positions owned by One Charles Private Wealth Services
View all positions for One Charles Private Wealth Services