Caterpillar shares owned by SlateStone Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 40k | 477.16 |
| 2025-06-30 | $18M | 46k | 388.22 |
| 2025-03-31 | $15M | 45k | 329.80 |
| 2024-12-31 | $15M | 40k | 362.75 |
| 2024-09-30 | $15M | 39k | 391.12 |
| 2024-06-30 | $9.0M | 27k | 333.12 |
| 2024-03-31 | $14M | 37k | 366.42 |
| 2023-12-31 | $6.5M | 22k | 295.67 |
| 2023-09-30 | $5.5M | 20k | 273.00 |
| 2023-06-30 | $2.0M | 8.1k | 246.04 |
| 2023-03-31 | $1.9M | 8.3k | 228.80 |
| 2022-12-31 | $1.7M | 7.0k | 239.55 |
| 2022-09-30 | $996k | 6.1k | 164.11 |
| 2022-06-30 | $1.1M | 5.9k | 178.73 |
| 2022-03-31 | $865k | 3.9k | 222.82 |