Caterpillar shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 8.1k | 486.70 |
| 2025-06-30 | $3.0M | 7.6k | 402.20 |
| 2025-03-31 | $2.1M | 7.1k | 293.44 |
| 2024-12-31 | $2.6M | 7.3k | 351.00 |
| 2024-09-30 | $2.7M | 6.8k | 398.23 |
| 2024-06-30 | $2.1M | 6.2k | 335.57 |
| 2024-03-31 | $2.4M | 6.5k | 371.93 |
| 2023-12-31 | $1.7M | 5.8k | 292.25 |
| 2023-09-30 | $1.2M | 4.5k | 271.30 |
| 2023-06-30 | $1.0M | 4.0k | 255.62 |
| 2023-03-31 | $799k | 3.7k | 215.53 |
| 2022-12-31 | $846k | 3.4k | 248.86 |
| 2022-09-30 | $520k | 3.2k | 164.04 |
| 2022-06-30 | $516k | 2.9k | 178.86 |
| 2022-03-31 | $541k | 2.5k | 220.73 |
| 2021-12-31 | $515k | 2.3k | 226.97 |