Caterpillar shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 129 | 477.15 |
| 2025-06-30 | $50k | 129 | 388.21 |
| 2025-03-31 | $33k | 100 | 329.80 |
| 2024-09-30 | $51k | 129 | 391.12 |
| 2024-06-30 | $43k | 129 | 333.10 |
| 2024-03-31 | $47k | 129 | 366.43 |
| 2022-12-31 | $264k | 1.1k | 239.56 |
| 2022-03-31 | $223k | 1.0k | 223.00 |
| 2021-12-31 | $207k | 1.0k | 207.00 |