Caterpillar shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $29k | 27 | 1064.89 |
| 2026-03-31 | $57k | 81 | 708.46 |
| 2025-12-31 | $34k | 59 | 572.86 |
| 2025-09-30 | $25k | 52 | 477.15 |
| 2025-06-30 | $17k | 44 | 388.20 |
| 2025-03-31 | $15k | 44 | 329.80 |
| 2024-12-31 | $16k | 44 | 362.75 |
| 2024-09-30 | $20k | 52 | 391.12 |
| 2024-06-30 | $17k | 52 | 333.10 |
| 2024-03-31 | $19k | 52 | 366.42 |
| 2023-12-31 | $17k | 59 | 295.68 |
| 2023-09-30 | $16k | 59 | 273.00 |
| 2023-06-30 | $15k | 59 | 246.05 |
| 2023-03-31 | $14k | 59 | 228.85 |
| 2022-12-31 | $14k | 59 | 239.56 |
| 2022-09-30 | $9.7k | 59 | 164.08 |
| 2022-06-30 | $11k | 59 | 178.76 |
| 2022-03-31 | $13k | 59 | 222.81 |
| 2021-12-31 | $12k | 59 | 206.75 |
| 2021-09-30 | $11k | 59 | 191.97 |
| 2021-06-30 | $13k | 59 | 217.63 |
| 2021-03-31 | $14k | 59 | 231.86 |
| 2020-12-31 | $9.1k | 50 | 182.02 |
| 2020-09-30 | $7.5k | 50 | 149.16 |
| 2020-06-30 | $6.3k | 50 | 126.50 |
| 2020-03-31 | $5.8k | 50 | 116.04 |
| 2019-12-31 | $7.4k | 50 | 147.68 |
| 2019-09-30 | $6.3k | 50 | 126.32 |
| 2019-03-31 | $6.8k | 50 | 135.50 |
| 2018-12-31 | $6.4k | 50 | 127.08 |
| 2018-09-30 | $7.6k | 50 | 152.50 |
| 2018-06-30 | $6.8k | 50 | 135.68 |
| 2018-03-31 | $7.4k | 50 | 147.38 |
| 2016-12-31 | $1.2k | 13 | 92.77 |
| 2016-09-30 | $1.2k | 13 | 88.77 |
| 2016-06-30 | $986 | 13 | 75.85 |
| 2016-03-31 | $995 | 13 | 76.54 |
| 2015-12-31 | $883 | 13 | 67.92 |
| 2015-09-30 | $849 | 13 | 65.38 |