Caterpillar shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.21 |
| 2025-06-30 | $1.1M | 2.7k | 388.24 |
| 2025-03-31 | $903k | 2.7k | 329.80 |
| 2024-12-31 | $978k | 2.7k | 362.73 |
| 2024-09-30 | $969k | 2.5k | 391.15 |
| 2024-06-30 | $779k | 2.3k | 333.12 |
| 2024-03-31 | $584k | 1.6k | 366.52 |
| 2023-12-31 | $461k | 1.6k | 295.70 |
| 2023-09-30 | $514k | 1.9k | 273.11 |
| 2023-06-30 | $380k | 1.5k | 245.80 |
| 2023-03-31 | $393k | 1.7k | 228.89 |
| 2022-12-31 | $402k | 1.7k | 239.29 |
| 2022-09-30 | $274k | 1.7k | 163.88 |
| 2022-06-30 | $265k | 1.5k | 179.05 |
| 2022-03-31 | $324k | 1.5k | 223.14 |
| 2021-12-31 | $320k | 1.5k | 206.85 |
| 2021-09-30 | $334k | 1.7k | 192.17 |
| 2021-06-30 | $373k | 1.7k | 217.37 |
| 2021-03-31 | $332k | 1.4k | 232.01 |
| 2020-12-31 | $253k | 1.4k | 182.01 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management