Caterpillar shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $757k | 2.1k | 366.35 |
| 2023-12-31 | $611k | 2.1k | 295.66 |
| 2023-09-30 | $564k | 2.1k | 273.02 |
| 2023-06-30 | $508k | 2.1k | 246.11 |
| 2023-03-31 | $374k | 1.6k | 228.80 |
| 2022-12-31 | $397k | 1.7k | 239.56 |
| 2022-09-30 | $272k | 1.7k | 164.25 |
| 2022-06-30 | $296k | 1.7k | 178.64 |
| 2022-03-31 | $369k | 1.7k | 223.10 |
| 2021-12-31 | $344k | 1.7k | 206.61 |
| 2021-03-31 | $40k | 174 | 229.89 |
| 2020-12-31 | $32k | 174 | 183.91 |
| 2020-09-30 | $26k | 174 | 149.43 |
| 2020-06-30 | $39k | 312 | 125.00 |
| 2020-03-31 | $48k | 410 | 117.07 |
| 2019-12-31 | $75k | 508 | 147.64 |
More positions owned by Atlas Private Wealth Management
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