Caterpillar shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $399k | 491 | 811.91 |
| 2026-06-30 | $524k | 491 | 1066.37 |
| 2022-06-30 | $562k | 3.1k | 178.87 |
| 2022-03-31 | $700k | 3.1k | 222.79 |
| 2021-12-31 | $650k | 3.1k | 206.87 |
| 2021-09-30 | $603k | 3.1k | 191.92 |
| 2021-06-30 | $684k | 3.1k | 217.70 |
More positions owned by Willow Creek Wealth Management
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