Caterpillar shares owned by Tower Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tower Wealth Partners
from 13F filings
Historical chart of Tower Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tower Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $481k | 840 | 572.87 |
| 2025-09-30 | $520k | 1.1k | 477.15 |
| 2025-06-30 | $467k | 1.2k | 388.21 |
| 2025-03-31 | $369k | 1.1k | 329.80 |
| 2024-12-31 | $406k | 1.1k | 362.76 |
| 2024-09-30 | $429k | 1.1k | 391.12 |
| 2024-06-30 | $384k | 1.2k | 333.10 |
| 2024-03-31 | $382k | 1.0k | 366.43 |
| 2023-12-31 | $273k | 922 | 295.67 |
| 2021-12-31 | $202k | 975 | 207.18 |
| 2020-12-31 | $245k | 1.3k | 182.16 |