Caterpillar shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 1.6k | 477.29 |
| 2025-06-30 | $627k | 1.6k | 388.29 |
| 2025-03-31 | $289k | 877 | 329.84 |
| 2024-12-31 | $242k | 668 | 362.74 |
| 2024-09-30 | $251k | 642 | 391.07 |
| 2022-09-30 | $45k | 273 | 164.84 |
| 2022-06-30 | $69k | 386 | 178.76 |
| 2021-12-31 | $78k | 375 | 208.00 |
| 2021-09-30 | $31k | 153 | 202.61 |
| 2021-06-30 | $99k | 453 | 218.54 |
| 2021-03-31 | $35k | 153 | 228.76 |
| 2018-09-30 | $24k | 155 | 154.84 |
| 2018-06-30 | $21k | 155 | 135.48 |