Caterpillar shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 3.0k | 477.16 |
| 2025-06-30 | $1.2M | 3.1k | 388.23 |
| 2025-03-31 | $964k | 2.9k | 329.83 |
| 2024-12-31 | $1.1M | 3.0k | 362.80 |
| 2024-09-30 | $1.1M | 2.7k | 391.05 |
| 2024-06-30 | $903k | 2.7k | 333.05 |
| 2024-03-31 | $1.2M | 3.2k | 366.40 |
| 2023-12-31 | $949k | 3.2k | 295.66 |
| 2023-09-30 | $886k | 3.2k | 272.98 |
| 2023-06-30 | $794k | 3.2k | 246.03 |
| 2023-03-31 | $732k | 3.2k | 228.87 |
| 2022-12-31 | $795k | 3.3k | 239.59 |
| 2022-09-30 | $511k | 3.1k | 164.04 |
| 2022-06-30 | $555k | 3.1k | 178.80 |
| 2022-03-31 | $635k | 2.8k | 222.96 |
| 2021-12-31 | $518k | 2.5k | 206.54 |