Caterpillar shares owned by Wealth Architects
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wealth Architects consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 6.0k | 477.17 |
| 2025-06-30 | $2.3M | 6.0k | 388.23 |
| 2025-03-31 | $574k | 23k | 25.34 |
| 2024-12-31 | $1.5M | 4.1k | 362.76 |
| 2024-09-30 | $1.4M | 3.5k | 391.12 |
| 2024-06-30 | $1.2M | 3.5k | 333.08 |
| 2024-03-31 | $1.3M | 3.5k | 366.42 |
| 2023-12-31 | $1.0M | 3.5k | 295.64 |
| 2023-09-30 | $951k | 3.5k | 272.99 |
| 2023-06-30 | $835k | 3.4k | 246.08 |
| 2023-03-31 | $777k | 3.4k | 228.87 |
| 2022-12-31 | $812k | 3.4k | 239.56 |
| 2022-09-30 | $562k | 3.4k | 163.99 |
| 2022-06-30 | $636k | 3.6k | 178.80 |
| 2022-03-31 | $789k | 3.5k | 222.76 |
| 2021-12-31 | $711k | 3.4k | 206.69 |
| 2021-09-30 | $642k | 3.3k | 192.04 |
| 2021-06-30 | $708k | 3.3k | 217.51 |
| 2021-03-31 | $775k | 3.3k | 231.90 |
| 2020-12-31 | $514k | 2.8k | 182.01 |
| 2020-09-30 | $408k | 2.7k | 149.18 |
| 2020-06-30 | $333k | 2.6k | 126.38 |
| 2020-03-31 | $305k | 2.6k | 115.93 |
| 2019-12-31 | $416k | 2.8k | 147.78 |
| 2019-09-30 | $358k | 2.8k | 126.50 |
| 2019-06-30 | $395k | 2.9k | 136.35 |
| 2019-03-31 | $361k | 2.7k | 135.36 |
| 2018-12-31 | $326k | 2.6k | 127.00 |
| 2018-09-30 | $414k | 2.7k | 152.54 |
| 2018-06-30 | $365k | 2.7k | 135.54 |
| 2018-03-31 | $370k | 2.5k | 147.53 |
| 2017-12-31 | $393k | 2.5k | 157.70 |
| 2017-09-30 | $315k | 2.5k | 124.80 |
| 2017-06-30 | $271k | 2.5k | 107.45 |
| 2017-03-31 | $236k | 2.5k | 92.66 |
| 2016-12-31 | $236k | 2.5k | 92.69 |
| 2016-09-30 | $225k | 2.5k | 88.41 |
| 2015-06-30 | $222k | 2.6k | 84.89 |
| 2015-03-31 | $209k | 2.6k | 79.92 |
| 2014-12-31 | $247k | 2.7k | 91.35 |