Caterpillar shares owned by Petros Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Petros Family Wealth
from 13F filings
Historical chart of Petros Family Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Petros Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 1.5k | 477.15 |
| 2025-06-30 | $599k | 1.5k | 388.20 |
| 2025-03-31 | $461k | 1.4k | 329.79 |
| 2024-12-31 | $399k | 1.1k | 362.73 |