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
Download as csvQuarterly 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 |