Caterpillar shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 4.1k | 571.51 |
| 2025-06-30 | $782k | 1.9k | 417.05 |
| 2025-03-31 | $828k | 2.5k | 327.86 |
| 2024-12-31 | $1.1M | 3.0k | 362.82 |
More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY