Caterpillar shares owned by Sanchez Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sanchez Wealth Management Group
from 13F filings
Historical chart of Sanchez Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sanchez Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $689k | 1.4k | 477.00 |
| 2025-06-30 | $558k | 1.4k | 388.30 |
| 2025-03-31 | $503k | 1.5k | 329.85 |
| 2024-12-31 | $551k | 1.5k | 362.81 |
| 2024-09-30 | $610k | 1.6k | 391.03 |
| 2024-06-30 | $518k | 1.6k | 333.16 |
| 2024-03-31 | $568k | 1.5k | 366.35 |
| 2023-12-31 | $456k | 1.5k | 295.73 |
| 2023-09-30 | $419k | 1.5k | 273.07 |
| 2023-06-30 | $399k | 1.6k | 246.00 |
| 2023-03-31 | $369k | 1.6k | 228.82 |
| 2022-12-31 | $385k | 1.6k | 239.57 |
| 2022-09-30 | $262k | 1.6k | 163.95 |
| 2022-06-30 | $284k | 1.6k | 178.84 |
| 2022-03-31 | $352k | 1.6k | 222.93 |
| 2021-12-31 | $325k | 1.6k | 207.01 |
| 2021-09-30 | $300k | 1.6k | 192.06 |
| 2021-06-30 | $338k | 1.6k | 217.64 |
| 2021-03-31 | $359k | 1.5k | 232.06 |
| 2020-12-31 | $280k | 1.5k | 181.94 |
| 2020-09-30 | $228k | 1.5k | 149.02 |
| 2019-12-31 | $222k | 1.5k | 147.80 |
| 2019-06-30 | $201k | 1.5k | 135.99 |
| 2019-03-31 | $219k | 1.6k | 135.35 |
| 2018-12-31 | $203k | 1.6k | 126.88 |
| 2018-09-30 | $242k | 1.6k | 152.30 |
| 2018-06-30 | $214k | 1.6k | 135.53 |
| 2018-03-31 | $324k | 2.3k | 143.68 |
| 2017-12-31 | $373k | 2.2k | 166.22 |
More positions owned by Sanchez Wealth Management Group
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