Caterpillar shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 1.1k | 476.97 |
| 2025-06-30 | $419k | 1.1k | 388.16 |
| 2025-03-31 | $328k | 994 | 329.78 |
| 2024-12-31 | $341k | 941 | 362.77 |
| 2024-09-30 | $306k | 782 | 391.26 |
| 2024-06-30 | $273k | 819 | 333.24 |
| 2024-03-31 | $326k | 889 | 366.27 |
| 2023-12-31 | $267k | 902 | 295.57 |
| 2023-09-30 | $309k | 1.1k | 272.98 |
| 2023-06-30 | $297k | 1.2k | 246.15 |
| 2023-03-31 | $255k | 1.1k | 228.81 |
| 2022-12-31 | $254k | 1.1k | 239.47 |
| 2022-06-30 | $206k | 1.2k | 178.51 |