Caterpillar shares owned by Stonehaven Wealth & Tax Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Stonehaven Wealth & Tax Solutions
from 13F filings
Historical chart of Stonehaven Wealth & Tax Solutions investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Stonehaven Wealth & Tax Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 643 | 477.15 |
| 2025-06-30 | $251k | 647 | 388.21 |
| 2025-03-31 | $213k | 647 | 329.80 |
| 2024-12-31 | $228k | 629 | 362.76 |
More positions owned by Stonehaven Wealth & Tax Solutions
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