Caterpillar shares owned by Parisi Gray Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Parisi Gray Wealth Management
from 13F filings
Historical chart of Parisi Gray Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Parisi Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 767 | 476.97 |
| 2025-06-30 | $302k | 778 | 388.17 |
| 2025-03-31 | $257k | 778 | 329.64 |
| 2024-12-31 | $275k | 757 | 362.92 |
| 2024-09-30 | $296k | 757 | 391.16 |
| 2024-06-30 | $257k | 771 | 333.01 |
| 2024-03-31 | $282k | 771 | 366.21 |
| 2021-06-30 | $127k | 583 | 217.84 |
| 2019-03-31 | $77k | 566 | 136.04 |
| 2018-12-31 | $71k | 566 | 125.44 |
| 2018-09-30 | $86k | 566 | 151.94 |
| 2018-06-30 | $77k | 566 | 136.04 |
| 2018-03-31 | $82k | 566 | 144.88 |
| 2017-12-31 | $89k | 566 | 157.24 |
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