Caterpillar shares owned by Yarger Wealth Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Yarger Wealth Strategies
from 13F filings
Historical chart of Yarger Wealth Strategies investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Yarger Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Yarger Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 649 | 477.49 |
| 2025-06-30 | $244k | 628 | 388.06 |
| 2024-12-31 | $210k | 578 | 362.94 |
| 2024-09-30 | $220k | 564 | 390.85 |
| 2024-03-31 | $201k | 550 | 366.16 |