Caterpillar shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in Caterpillar
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All positions including Caterpillar held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $215k | 1.3k | 164.00 |
2022-06-30 | $225k | 1.3k | 178.86 |
2022-03-31 | $279k | 1.3k | 223.02 |
2021-12-31 | $256k | 1.2k | 206.62 |
2021-09-30 | $238k | 1.2k | 192.09 |
2021-06-30 | $272k | 1.2k | 217.77 |
2021-03-31 | $287k | 1.2k | 231.64 |
2020-12-31 | $223k | 1.2k | 181.74 |
2019-06-30 | $233k | 1.7k | 136.50 |
More positions owned by Beaumont Financial Partners
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