Caterpillar shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 477.14 |
| 2025-06-30 | $4.4M | 11k | 388.21 |
| 2025-03-31 | $4.6M | 14k | 329.80 |
| 2024-12-31 | $5.4M | 15k | 362.75 |
| 2024-09-30 | $6.9M | 18k | 391.11 |
| 2024-06-30 | $6.5M | 20k | 333.11 |
| 2024-03-31 | $4.3M | 12k | 366.42 |
| 2023-12-31 | $9.2M | 31k | 295.67 |
| 2023-09-30 | $3.8M | 14k | 273.01 |
| 2023-06-30 | $3.8M | 15k | 246.05 |
| 2023-03-31 | $13M | 55k | 228.84 |
| 2022-12-31 | $11M | 46k | 239.56 |
| 2022-09-30 | $2.4M | 14k | 164.06 |
| 2022-06-30 | $9.4M | 53k | 178.75 |
| 2022-03-31 | $8.1M | 37k | 222.83 |
| 2021-12-31 | $2.1M | 10k | 206.68 |
| 2021-09-30 | $2.0M | 10k | 192.02 |
| 2021-06-30 | $8.2M | 38k | 217.64 |
| 2021-03-31 | $8.5M | 37k | 231.86 |
| 2020-12-31 | $8.1M | 45k | 182.03 |
| 2020-09-30 | $5.2M | 35k | 149.14 |
| 2020-06-30 | $6.3M | 50k | 126.49 |
| 2020-03-31 | $5.1M | 44k | 116.03 |
| 2019-12-31 | $6.0M | 41k | 147.68 |
More positions owned by Steel Peak Wealth Management
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