Caterpillar shares owned by Talon Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Talon Private Wealth
from 13F filings
Historical chart of Talon Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Talon Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $982k | 2.5k | 388.20 |
| 2025-03-31 | $823k | 2.5k | 329.76 |
| 2024-12-31 | $27k | 74 | 362.76 |
| 2024-09-30 | $35k | 89 | 391.12 |