Caterpillar shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 477.15 |
| 2025-06-30 | $8.2M | 21k | 388.20 |
| 2024-12-31 | $7.9M | 22k | 362.77 |
| 2024-09-30 | $8.7M | 22k | 391.12 |
| 2024-06-30 | $7.7M | 23k | 333.10 |
| 2024-03-31 | $8.6M | 24k | 366.43 |
| 2023-12-31 | $7.0M | 24k | 295.67 |
| 2023-09-30 | $6.4M | 24k | 273.00 |
| 2023-06-30 | $5.8M | 24k | 246.05 |
| 2023-03-31 | $5.4M | 23k | 228.84 |
| 2022-12-31 | $5.6M | 23k | 239.56 |
| 2022-09-30 | $4.0M | 25k | 164.09 |
| 2022-06-30 | $3.9M | 22k | 178.74 |
| 2022-03-31 | $4.7M | 21k | 222.80 |
| 2021-12-31 | $4.4M | 21k | 206.73 |
| 2021-09-30 | $3.9M | 21k | 191.97 |
| 2021-06-30 | $4.2M | 19k | 217.61 |
| 2021-03-31 | $4.9M | 21k | 231.86 |
| 2020-12-31 | $3.8M | 21k | 182.04 |
| 2020-06-30 | $29k | 228 | 127.19 |