Caterpillar shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.2k | 477.11 |
| 2025-06-30 | $1.6M | 4.2k | 388.24 |
| 2025-03-31 | $1.4M | 4.2k | 329.81 |
| 2024-12-31 | $1.5M | 4.2k | 362.75 |
| 2024-09-30 | $1.7M | 4.2k | 391.09 |
| 2024-06-30 | $1.4M | 4.2k | 333.13 |
| 2024-03-31 | $1.3M | 3.5k | 366.45 |
| 2023-12-31 | $807k | 2.7k | 295.67 |
| 2023-09-30 | $765k | 2.8k | 273.00 |
| 2023-06-30 | $688k | 2.8k | 246.05 |
| 2023-03-31 | $654k | 2.9k | 228.84 |
| 2022-12-31 | $684k | 2.9k | 239.56 |
| 2022-09-30 | $469k | 2.9k | 164.16 |
| 2022-06-30 | $511k | 2.9k | 178.86 |
| 2022-03-31 | $652k | 2.9k | 222.75 |
| 2021-12-31 | $605k | 2.9k | 206.70 |