Caterpillar shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Caterpillar
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Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Capital Advisors Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $426k | 1.2k | 366.41 |
2023-12-31 | $350k | 1.2k | 295.58 |
2023-09-30 | $317k | 1.2k | 273.06 |
2023-06-30 | $286k | 1.2k | 246.03 |
2023-03-31 | $248k | 1.1k | 228.92 |
2022-12-31 | $259k | 1.1k | 239.54 |
2022-03-31 | $241k | 1.1k | 223.36 |
2021-12-31 | $219k | 1.1k | 206.80 |
2021-09-30 | $203k | 1.1k | 191.87 |
2021-06-30 | $230k | 1.1k | 217.39 |
2021-03-31 | $245k | 1.1k | 231.57 |
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