Caterpillar shares owned by SMART Wealth
Historical chart of SMART Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by SMART Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 739 | 477.17 |
| 2025-06-30 | $352k | 908 | 388.15 |
| 2025-03-31 | $835k | 2.5k | 329.75 |
| 2024-12-31 | $825k | 2.3k | 362.76 |
| 2024-09-30 | $555k | 1.4k | 391.12 |
| 2024-06-30 | $269k | 806 | 333.10 |
| 2024-03-31 | $272k | 742 | 366.43 |