Caterpillar shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.6k | 477.17 |
| 2025-06-30 | $1.9M | 4.8k | 388.28 |
| 2025-03-31 | $1.5M | 4.6k | 329.77 |
| 2024-12-31 | $798k | 2.2k | 362.73 |
| 2024-09-30 | $922k | 2.4k | 391.17 |
| 2024-06-30 | $6.9M | 21k | 333.09 |
| 2024-03-31 | $7.3M | 20k | 366.43 |