Caterpillar shares owned by Secure Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $361k | 751 | 480.93 |
| 2025-06-30 | $291k | 749 | 388.34 |
| 2024-12-31 | $377k | 1.0k | 362.89 |
| 2024-09-30 | $523k | 1.3k | 391.07 |
| 2024-06-30 | $479k | 1.4k | 333.11 |
| 2024-03-31 | $487k | 1.3k | 366.32 |
| 2023-12-31 | $348k | 1.2k | 295.65 |
| 2023-09-30 | $320k | 1.2k | 272.92 |
| 2022-12-31 | $226k | 942 | 239.51 |
| 2022-06-30 | $202k | 1.1k | 178.29 |
| 2022-03-31 | $259k | 1.2k | 223.08 |
| 2021-12-31 | $242k | 1.2k | 206.31 |
| 2021-09-30 | $225k | 1.2k | 192.47 |
| 2021-06-30 | $254k | 1.2k | 217.84 |
| 2021-03-31 | $231k | 995 | 232.16 |