Caterpillar shares owned by Tcfg Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tcfg Wealth Management
from 13F filings
Historical chart of Tcfg Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tcfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 1.0k | 477.07 |
| 2025-06-30 | $449k | 1.2k | 388.22 |
| 2025-03-31 | $383k | 1.2k | 329.85 |
| 2024-12-31 | $440k | 1.2k | 362.83 |
| 2024-09-30 | $484k | 1.2k | 391.24 |