Caterpillar shares owned by Semus Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Semus Wealth Partners
from 13F filings
Historical chart of Semus Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Semus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $261k | 455 | 573.01 |
| 2025-09-30 | $217k | 454 | 477.34 |
| 2025-03-31 | $213k | 646 | 329.89 |
| 2024-12-31 | $234k | 644 | 363.01 |
| 2024-09-30 | $252k | 645 | 391.21 |
| 2024-06-30 | $213k | 639 | 332.95 |
| 2024-03-31 | $230k | 627 | 366.70 |
| 2023-12-31 | $204k | 690 | 295.68 |