Caterpillar shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $247k | 232 | 1064.90 |
| 2023-06-30 | $1.3M | 5.3k | 246.05 |
| 2023-03-31 | $1.2M | 5.3k | 228.84 |
| 2022-12-31 | $1.3M | 5.3k | 239.56 |
| 2022-09-30 | $926k | 5.6k | 164.10 |
| 2022-06-30 | $1.0M | 5.6k | 178.75 |
| 2022-03-31 | $1.3M | 5.6k | 222.81 |
| 2021-12-31 | $1.1M | 5.3k | 206.79 |
| 2021-09-30 | $1.0M | 5.3k | 191.89 |
| 2021-06-30 | $1.2M | 5.3k | 217.55 |
| 2021-03-31 | $1.2M | 5.3k | 231.89 |
| 2020-12-31 | $965k | 5.3k | 182.08 |
| 2020-09-30 | $790k | 5.3k | 149.06 |
| 2020-06-30 | $670k | 5.3k | 126.42 |
| 2020-03-31 | $615k | 5.3k | 116.04 |
| 2019-12-31 | $709k | 4.8k | 147.71 |