Caterpillar shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 130 | 477.72 |
| 2025-06-30 | $40k | 103 | 387.38 |
| 2025-03-31 | $34k | 102 | 330.99 |
| 2024-12-31 | $37k | 102 | 362.62 |
| 2024-09-30 | $40k | 102 | 389.52 |
| 2024-06-30 | $34k | 102 | 331.75 |
| 2024-03-31 | $48k | 132 | 365.27 |
| 2023-12-31 | $140k | 512 | 272.78 |
| 2023-09-30 | $28k | 102 | 271.89 |
| 2023-06-30 | $25k | 102 | 245.05 |
| 2023-03-31 | $23k | 101 | 228.87 |