Caterpillar shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $61k | 165 | 366.43 |
| 2023-12-31 | $49k | 165 | 295.67 |
| 2023-09-30 | $45k | 165 | 273.00 |
| 2023-06-30 | $41k | 165 | 246.05 |
| 2023-03-31 | $38k | 165 | 228.84 |
| 2022-12-31 | $40k | 165 | 239.56 |