Caterpillar shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 1.8k | 572.93 |
| 2025-09-30 | $1.5M | 3.2k | 477.12 |
| 2025-06-30 | $1.3M | 3.5k | 388.17 |
| 2025-03-31 | $1.3M | 3.8k | 329.83 |
| 2024-12-31 | $1.3M | 3.6k | 362.77 |
| 2024-09-30 | $1.3M | 3.4k | 391.12 |
| 2024-06-30 | $1.1M | 3.3k | 333.05 |
| 2024-03-31 | $1.1M | 2.9k | 366.49 |
| 2023-12-31 | $897k | 3.0k | 295.70 |
| 2023-09-30 | $1.3M | 4.7k | 273.01 |
| 2023-06-30 | $895k | 3.6k | 246.08 |
| 2023-03-31 | $852k | 3.7k | 228.86 |
| 2022-12-31 | $1.0M | 4.3k | 239.56 |
| 2022-09-30 | $741k | 4.5k | 164.01 |
| 2022-06-30 | $638k | 3.6k | 178.81 |
| 2022-03-31 | $758k | 3.4k | 222.81 |
| 2021-12-31 | $659k | 3.2k | 206.71 |
| 2021-09-30 | $505k | 2.5k | 199.68 |
| 2021-06-30 | $505k | 2.3k | 217.67 |
| 2021-03-31 | $466k | 2.0k | 231.15 |
| 2020-12-31 | $371k | 2.0k | 181.95 |
| 2020-09-30 | $209k | 1.4k | 148.97 |
| 2020-03-31 | $252k | 2.2k | 115.86 |
| 2019-12-31 | $321k | 2.2k | 147.59 |
More positions owned by Transcend Wealth Collective
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