Caterpillar shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $846k | 2.2k | 388.27 |
| 2025-03-31 | $719k | 2.2k | 329.73 |
| 2024-12-31 | $821k | 2.3k | 362.73 |
| 2024-09-30 | $863k | 2.2k | 391.17 |
| 2024-06-30 | $307k | 922 | 333.03 |
| 2024-03-31 | $341k | 931 | 366.27 |
| 2023-12-31 | $290k | 980 | 295.71 |
| 2023-09-30 | $267k | 978 | 273.01 |
| 2023-06-30 | $246k | 1.0k | 245.75 |
| 2022-12-31 | $234k | 978 | 239.26 |
| 2022-09-30 | $160k | 976 | 163.93 |
| 2022-06-30 | $281k | 1.6k | 178.64 |
| 2022-03-31 | $350k | 1.6k | 222.79 |
| 2021-12-31 | $315k | 1.5k | 206.69 |
More positions owned by Tyler-Stone Wealth Management
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