Caterpillar shares owned by Wealth Group
Historical chart of Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 5.6k | 572.87 |
| 2025-06-30 | $2.3M | 5.8k | 388.20 |
| 2025-03-31 | $1.7M | 5.2k | 329.80 |
| 2024-12-31 | $1.9M | 5.1k | 362.87 |
| 2024-09-30 | $1.8M | 4.6k | 391.26 |
| 2024-06-30 | $1.7M | 5.2k | 333.14 |
| 2024-03-31 | $1.9M | 5.3k | 366.40 |