Caterpillar shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Paragon Private 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 Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 903 | 476.99 |
| 2025-06-30 | $287k | 740 | 388.43 |
| 2025-03-31 | $202k | 612 | 329.81 |
More positions owned by Paragon Private Wealth Management
View all positions for Paragon Private Wealth Management