Caterpillar shares owned by Trueblood Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Trueblood Wealth Management
from 13F filings
Historical chart of Trueblood Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Trueblood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Trueblood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.8k | 477.16 |
| 2025-06-30 | $2.3M | 5.9k | 388.24 |
| 2025-03-31 | $2.2M | 6.8k | 329.79 |
| 2024-12-31 | $2.4M | 6.8k | 362.78 |
| 2024-03-31 | $2.4M | 6.6k | 366.43 |
| 2023-12-31 | $2.0M | 6.8k | 295.67 |
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