Caterpillar shares owned by Pinnacle Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Pinnacle Wealth Management
from 13F filings
Historical chart of Pinnacle Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Pinnacle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Pinnacle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 3.4k | 572.87 |
| 2024-12-31 | $2.3M | 6.4k | 362.76 |
| 2024-09-30 | $2.5M | 6.5k | 391.12 |
| 2024-06-30 | $2.4M | 7.3k | 333.10 |
| 2024-03-31 | $2.1M | 5.8k | 366.43 |
| 2023-12-31 | $2.9M | 9.9k | 295.67 |
More positions owned by Pinnacle Wealth Management
View all positions for Pinnacle Wealth Management