Caterpillar shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $576k | 1.2k | 477.18 |
| 2025-06-30 | $482k | 1.2k | 388.11 |
| 2025-03-31 | $409k | 1.2k | 329.84 |
| 2024-12-31 | $450k | 1.2k | 362.62 |
| 2024-09-30 | $481k | 1.2k | 391.09 |
More positions owned by Philip James Wealth Mangement
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