Caterpillar shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 708 | 534.05 |
| 2025-06-30 | $275k | 708 | 388.21 |
| 2025-03-31 | $252k | 763 | 329.80 |
| 2024-12-31 | $237k | 653 | 362.76 |
More positions owned by Up Strategic Wealth Investment Advisors
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