Caterpillar shares owned by Premier Path Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Premier Path Wealth Partners
from 13F filings
Historical chart of Premier Path Wealth Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Premier Path Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 477.14 |
| 2025-06-30 | $1.1M | 2.9k | 388.20 |
| 2025-03-31 | $956k | 2.9k | 329.79 |
| 2024-12-31 | $1.2M | 3.3k | 362.73 |
| 2024-09-30 | $1.1M | 2.8k | 391.07 |
| 2024-06-30 | $828k | 2.5k | 333.11 |
| 2024-03-31 | $884k | 2.4k | 366.44 |
| 2023-12-31 | $612k | 2.1k | 295.68 |
More positions owned by Premier Path Wealth Partners
View all positions for Premier Path Wealth Partners