Caterpillar shares owned by Redwood Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Redwood Wealth Management Group
from 13F filings
Historical chart of Redwood Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Redwood Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $919k | 1.9k | 477.15 |
| 2025-06-30 | $1.0M | 2.7k | 388.21 |
| 2025-03-31 | $872k | 2.6k | 329.80 |
| 2024-12-31 | $951k | 2.6k | 362.73 |
| 2024-09-30 | $1.0M | 2.6k | 391.12 |
| 2024-06-30 | $884k | 2.7k | 333.10 |
| 2024-03-31 | $981k | 2.7k | 366.43 |
| 2023-12-31 | $893k | 3.0k | 295.67 |
| 2023-09-30 | $762k | 2.8k | 273.00 |
| 2023-06-30 | $683k | 2.8k | 246.05 |
| 2023-03-31 | $609k | 2.7k | 228.84 |
| 2022-12-31 | $621k | 2.6k | 239.56 |
More positions owned by Redwood Wealth Management Group
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