Caterpillar shares owned by Brady Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Brady Family Wealth
from 13F filings
Historical chart of Brady Family Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Brady Family Wealth 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 |
---|---|---|---|
2023-12-31 | $235k | 794 | 295.67 |
2023-09-30 | $254k | 929 | 273.00 |
2023-06-30 | $229k | 929 | 246.05 |
2023-03-31 | $213k | 929 | 228.84 |
2022-12-31 | $223k | 929 | 239.56 |