Ownership history in Mattern Wealth Management LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Mattern Wealth Management LLC reported a position in CATERPILLAR INC DEL (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,808 | -25 | -0.3% | 1.08% | $5.6M | $571.53 |
| 2025 Q3 | REDUCED | 9,833 | -250 | -2.5% | 0.94% | $4.7M | $474.67 |
| 2025 Q2 | REDUCED | 10,083 | -20 | -0.2% | 0.81% | $3.9M | $384.78 |
| 2025 Q1 | ADDED | 10,103 | +625 | +6.6% | 0.74% | $3.3M | $325.32 |
| 2024 Q4 | ADDED | 9,478 | +3,349 | +54.6% | 0.76% | $3.4M | $356.53 |
| 2024 Q3 | REDUCED | 6,129 | -21 | -0.3% | 0.53% | $2.4M | $383.03 |
| 2024 Q2 | ADDED | 6,150 | +450 | +7.9% | 0.49% | $2.0M | $324.88 |
| 2024 Q1 | ADDED | 5,700 | +1 | +0.0% | 0.51% | $2.1M | $356.09 |
| 2023 Q4 | REDUCED | 5,699 | -161 | -2.7% | 0.43% | $1.7M | $286.00 |
| 2023 Q3 | REDUCED | 5,860 | -74 | -1.2% | 0.47% | $1.6M | $262.72 |
As of 2025 Q4 — sorted by position size