Caterpillar shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $216k | 791 | 273.00 |
| 2023-06-30 | $196k | 795 | 246.05 |
| 2023-03-31 | $140k | 613 | 228.84 |
| 2019-03-31 | $90k | 663 | 135.75 |
| 2018-06-30 | $177k | 1.3k | 135.53 |
| 2018-03-31 | $226k | 1.5k | 147.62 |
| 2017-12-31 | $250k | 1.6k | 157.63 |