Caterpillar shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 1.9k | 477.14 |
| 2025-06-30 | $750k | 1.9k | 388.27 |
| 2025-03-31 | $536k | 1.6k | 329.86 |
| 2024-12-31 | $592k | 1.6k | 362.65 |
| 2024-09-30 | $554k | 1.4k | 391.09 |
| 2024-06-30 | $475k | 1.4k | 333.05 |
| 2024-03-31 | $521k | 1.4k | 366.48 |
| 2023-12-31 | $419k | 1.4k | 295.71 |
| 2023-09-30 | $438k | 1.6k | 272.94 |
| 2023-06-30 | $399k | 1.6k | 246.07 |
| 2023-03-31 | $370k | 1.6k | 228.88 |
| 2022-12-31 | $385k | 1.6k | 239.49 |
| 2022-09-30 | $267k | 1.6k | 164.27 |
| 2022-06-30 | $286k | 1.6k | 178.80 |
| 2021-06-30 | $491k | 2.3k | 217.84 |
| 2021-03-31 | $822k | 3.5k | 231.94 |
| 2020-12-31 | $698k | 3.8k | 181.96 |
| 2020-09-30 | $462k | 3.1k | 149.08 |
| 2020-06-30 | $297k | 2.3k | 126.44 |