Caterpillar shares owned by Vivid Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Vivid Wealth Management
from 13F filings
Historical chart of Vivid Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Vivid Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Vivid Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 4.7k | 572.82 |
| 2025-09-30 | $2.8M | 5.9k | 477.18 |
| 2025-06-30 | $2.8M | 7.2k | 388.23 |
| 2025-03-31 | $2.3M | 7.0k | 329.80 |
| 2024-12-31 | $2.4M | 6.6k | 362.78 |
| 2024-09-30 | $2.5M | 6.5k | 391.12 |
| 2024-06-30 | $2.1M | 6.4k | 333.13 |
| 2024-03-31 | $1.6M | 4.4k | 366.40 |
| 2023-12-31 | $1.3M | 4.5k | 295.64 |