Caterpillar shares owned by Connectus Wealth
Historical chart of Connectus Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Connectus Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Connectus Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $779k | 2.8k | 273.47 |
2023-06-30 | $374k | 1.5k | 246.53 |
2023-03-31 | $327k | 1.4k | 229.31 |
2022-03-31 | $2.1M | 9.9k | 207.05 |
2021-12-31 | $2.1M | 10k | 207.07 |