Caterpillar shares owned by Werba Rubin Papier Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Werba Rubin Papier Wealth Management
from 13F filings
Historical chart of Werba Rubin Papier Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Werba Rubin Papier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 653 | 476.92 |
| 2025-06-30 | $245k | 631 | 388.17 |
| 2025-03-31 | $201k | 610 | 329.96 |
| 2024-12-31 | $244k | 673 | 362.59 |
| 2024-09-30 | $292k | 747 | 391.22 |
| 2024-06-30 | $238k | 715 | 332.89 |
| 2024-03-31 | $219k | 597 | 366.39 |
More positions owned by Werba Rubin Papier Wealth Management
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