Caterpillar shares owned by Trajan Wealth
Historical chart of Trajan Wealth investment in Caterpillar
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All positions including Caterpillar held by Trajan Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 18k | 477.16 |
| 2025-06-30 | $5.9M | 15k | 388.22 |
| 2025-03-31 | $5.0M | 15k | 329.80 |
| 2024-12-31 | $4.8M | 13k | 362.76 |
| 2024-06-30 | $4.3M | 13k | 333.09 |