Caterpillar shares owned by Partners Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Partners Wealth Management
from 13F filings
Historical chart of Partners Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Partners Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 877 | 477.15 |
| 2025-06-30 | $321k | 970 | 330.57 |
| 2025-03-31 | $320k | 970 | 329.80 |
More positions owned by Partners Wealth Management
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