Caterpillar shares owned by Wealthcare Capital Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthcare Capital Partners
from 13F filings
Historical chart of Wealthcare Capital Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Wealthcare Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $369k | 645 | 572.46 |
| 2025-09-30 | $307k | 643 | 477.38 |
| 2025-06-30 | $230k | 592 | 387.98 |
| 2025-03-31 | $203k | 616 | 329.82 |
| 2024-12-31 | $223k | 614 | 363.01 |
More positions owned by Wealthcare Capital Partners
View all positions for Wealthcare Capital Partners