Caterpillar shares owned by Financial Partners Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in Caterpillar
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All positions including Caterpillar held by Financial Partners Group 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 |
---|---|---|---|
2024-03-31 | $9.8M | 27k | 366.43 |
2023-12-31 | $8.1M | 27k | 295.67 |
2023-09-30 | $6.8M | 25k | 273.00 |
2023-06-30 | $6.7M | 27k | 246.05 |
2023-03-31 | $6.0M | 26k | 228.84 |
2022-12-31 | $6.3M | 26k | 239.56 |
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