Caterpillar shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.6k | 477.15 |
| 2025-06-30 | $992k | 2.6k | 388.21 |
| 2025-03-31 | $832k | 2.5k | 329.80 |
| 2024-12-31 | $912k | 2.5k | 362.76 |
| 2024-09-30 | $949k | 2.4k | 391.12 |
| 2024-06-30 | $820k | 2.5k | 333.10 |
| 2024-03-31 | $965k | 2.6k | 366.44 |
| 2023-12-31 | $779k | 2.6k | 295.68 |
| 2023-09-30 | $656k | 2.4k | 273.00 |
| 2023-06-30 | $588k | 2.4k | 246.05 |
| 2023-03-31 | $577k | 2.5k | 228.84 |
| 2022-12-31 | $565k | 2.4k | 239.60 |
| 2022-09-30 | $373k | 2.3k | 163.74 |
| 2022-06-30 | $377k | 2.1k | 178.61 |
| 2022-03-31 | $393k | 1.8k | 222.89 |
| 2021-12-31 | $349k | 1.7k | 204.82 |
| 2021-09-30 | $316k | 1.6k | 192.77 |
| 2021-06-30 | $321k | 1.5k | 216.87 |
| 2021-03-31 | $351k | 1.5k | 228.92 |
| 2020-12-31 | $263k | 1.5k | 180.72 |
| 2020-09-30 | $185k | 1.2k | 148.95 |
| 2020-06-30 | $129k | 1.0k | 126.59 |
| 2020-03-31 | $41k | 352 | 116.48 |
| 2019-12-31 | $30k | 200 | 150.00 |
| 2019-09-30 | $25k | 200 | 125.00 |
| 2019-06-30 | $27k | 200 | 135.00 |
| 2019-03-31 | $27k | 200 | 135.00 |
| 2018-12-31 | $52k | 413 | 125.91 |
More positions owned by Prestige Wealth Management Group
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