Caterpillar shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 1.6k | 477.14 |
| 2025-06-30 | $619k | 1.6k | 388.14 |
| 2025-03-31 | $532k | 1.6k | 329.78 |
| 2024-12-31 | $580k | 1.6k | 362.68 |
| 2024-09-30 | $631k | 1.6k | 391.21 |
| 2024-06-30 | $533k | 1.6k | 333.06 |
| 2024-03-31 | $598k | 1.6k | 366.34 |
| 2023-12-31 | $482k | 1.6k | 295.78 |
| 2023-09-30 | $455k | 1.7k | 273.02 |
| 2023-06-30 | $431k | 1.8k | 246.13 |
| 2023-03-31 | $401k | 1.8k | 228.86 |
| 2022-12-31 | $420k | 1.8k | 239.68 |
| 2022-09-30 | $262k | 1.6k | 163.55 |
| 2022-06-30 | $286k | 1.6k | 178.64 |
| 2022-03-31 | $356k | 1.6k | 222.50 |
| 2021-12-31 | $330k | 1.6k | 206.25 |
| 2021-09-30 | $321k | 1.7k | 191.76 |
| 2021-06-30 | $364k | 1.7k | 217.57 |
| 2021-03-31 | $272k | 1.2k | 231.88 |
| 2020-12-31 | $213k | 1.2k | 181.59 |
| 2020-06-30 | $236k | 1.9k | 126.00 |
| 2020-03-31 | $217k | 1.9k | 115.86 |
| 2019-12-31 | $276k | 1.9k | 147.36 |
| 2019-09-30 | $236k | 1.9k | 126.00 |