Ownership history in Triangle Securities Wealth Management · 57 quarters on record
This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in CATERPILLAR INC COM (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 | ADDED | 13,600 | +6,623 | +94.9% | 1.50% | $7.1M | $571.53 |
| 2025 Q3 | ADDED | 6,977 | +826 | +13.4% | 0.75% | $3.3M | $474.67 |
| 2025 Q2 | REDUCED | 6,151 | -718 | -10.5% | 0.59% | $2.4M | $384.78 |
| 2025 Q1 | ADDED | 6,869 | +201 | +3.0% | 0.58% | $2.3M | $325.32 |
| 2024 Q4 | REDUCED | 6,668 | -309 | -4.4% | 0.62% | $2.4M | $356.53 |
| 2024 Q3 | REDUCED | 6,977 | -101 | -1.4% | 0.71% | $2.7M | $383.03 |
| 2024 Q2 | REDUCED | 7,078 | -37 | -0.5% | 0.67% | $2.4M | $324.88 |
| 2024 Q1 | REDUCED | 7,115 | -77 | -1.1% | 0.74% | $2.6M | $356.09 |
| 2023 Q4 | REDUCED | 7,192 | -22 | -0.3% | 0.66% | $2.1M | $286.00 |
| 2023 Q3 | ADDED | 7,214 | +30 | +0.4% | 0.70% | $2.0M | $262.72 |
As of 2025 Q4 — sorted by position size