Caterpillar shares owned by Kerntke Otto McGlone Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kerntke Otto McGlone Wealth Management Group
from 13F filings
Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Caterpillar
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Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Kerntke Otto McGlone Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $246k | 671 | 366.86 |
2023-12-31 | $202k | 684 | 295.97 |
2021-06-30 | $219k | 1.0k | 217.69 |
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