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Caterpillar shares owned by QTR Family Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by QTR Family Wealth from 13F filings

Historical chart of QTR Family Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by QTR Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by QTR Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 997 477.04
2025-06-30 $329k 849 388.00
2025-03-31 $270k 818 329.64