Caterpillar shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 477.15 |
| 2025-06-30 | $4.3M | 11k | 388.23 |
| 2025-03-31 | $3.8M | 12k | 329.80 |
| 2024-12-31 | $4.2M | 12k | 362.78 |
| 2024-09-30 | $4.6M | 12k | 391.13 |
| 2024-06-30 | $3.9M | 12k | 333.11 |
| 2024-03-31 | $4.3M | 12k | 366.43 |
| 2023-12-31 | $3.5M | 12k | 295.67 |
| 2023-09-30 | $3.1M | 12k | 273.01 |
| 2023-06-30 | $2.9M | 12k | 246.05 |
| 2023-03-31 | $2.6M | 12k | 228.83 |
| 2022-12-31 | $2.8M | 12k | 239.57 |
| 2022-09-30 | $1.5M | 9.3k | 164.10 |
| 2022-06-30 | $1.9M | 11k | 178.79 |
| 2022-03-31 | $2.2M | 10k | 222.80 |
| 2021-12-31 | $1.9M | 9.2k | 206.69 |
| 2021-09-30 | $1.3M | 6.5k | 192.02 |
| 2021-06-30 | $1.4M | 6.3k | 217.62 |
| 2021-03-31 | $1.4M | 6.0k | 231.82 |
| 2020-12-31 | $996k | 5.5k | 182.12 |
| 2020-09-30 | $803k | 5.4k | 149.15 |
| 2020-06-30 | $673k | 5.3k | 126.53 |
| 2020-03-31 | $600k | 5.2k | 116.01 |
| 2019-12-31 | $659k | 4.5k | 147.69 |
More positions owned by Procyon Private Wealth Partners
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