Caterpillar shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by BCS Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $463k | 1.6k | 295.66 |
2023-09-30 | $428k | 1.6k | 273.31 |
2022-06-30 | $264k | 1.5k | 178.86 |
2021-12-31 | $288k | 1.4k | 206.45 |