Caterpillar shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 3.6k | 366.43 |
2023-12-31 | $999k | 3.4k | 295.67 |
2023-09-30 | $982k | 3.6k | 273.00 |
2023-06-30 | $912k | 3.7k | 246.05 |
2023-03-31 | $930k | 4.1k | 228.84 |
2022-12-31 | $1.0M | 4.2k | 239.56 |
2022-09-30 | $717k | 4.4k | 164.00 |
2022-06-30 | $782k | 4.4k | 178.87 |
2022-03-31 | $1.0M | 4.6k | 222.87 |
2021-12-31 | $851k | 4.1k | 206.70 |
More positions owned by High Net Worth Advisory Group
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