Caterpillar shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.5k | 477.54 |
| 2025-06-30 | $2.3M | 6.0k | 388.13 |
| 2025-03-31 | $2.0M | 6.1k | 329.87 |
| 2024-12-31 | $2.2M | 6.1k | 362.76 |
| 2024-09-30 | $2.4M | 6.1k | 391.12 |
| 2024-06-30 | $297k | 890 | 333.22 |
| 2024-03-31 | $369k | 1.0k | 366.49 |
| 2023-12-31 | $263k | 890 | 295.67 |
| 2023-09-30 | $243k | 890 | 273.00 |
| 2023-06-30 | $145k | 590 | 246.05 |
| 2023-03-31 | $204k | 890 | 228.84 |
| 2022-12-31 | $1.9M | 7.8k | 248.15 |
| 2022-09-30 | $1.6M | 7.2k | 228.92 |
| 2022-03-31 | $1.6M | 7.7k | 210.62 |
More positions owned by WealthPlan Investment Management
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