Caterpillar shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by OneAscent Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $716k | 2.0k | 366.24 |
2023-12-31 | $337k | 1.1k | 295.87 |
2023-09-30 | $240k | 879 | 273.04 |
2023-03-31 | $303k | 1.3k | 228.85 |
2022-12-31 | $317k | 1.3k | 239.43 |
2022-06-30 | $217k | 1.2k | 178.60 |
2022-03-31 | $271k | 1.2k | 223.05 |
2021-12-31 | $255k | 1.2k | 206.48 |
More positions owned by OneAscent Wealth Management
View all positions for OneAscent Wealth Management