Caterpillar shares owned by Rebalance
Historical chart of Rebalance investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Rebalance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 781 | 477.15 |
| 2025-06-30 | $303k | 781 | 388.21 |
| 2025-03-31 | $272k | 826 | 329.70 |
| 2024-12-31 | $344k | 947 | 362.76 |
| 2024-09-30 | $323k | 825 | 391.12 |
| 2024-06-30 | $275k | 825 | 333.10 |
| 2024-03-31 | $302k | 825 | 366.43 |
| 2023-12-31 | $244k | 825 | 295.67 |