Caterpillar shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 11k | 477.11 |
| 2025-06-30 | $4.0M | 10k | 388.18 |
| 2025-03-31 | $3.0M | 9.1k | 329.78 |
| 2024-12-31 | $3.7M | 10k | 362.69 |
| 2024-09-30 | $1.6M | 4.0k | 391.11 |
| 2024-06-30 | $1.1M | 3.2k | 333.11 |
More positions owned by Pensionmark Financial Group
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