Caterpillar shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Personal Cfo Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $343k | 1.3k | 273.07 |
2023-06-30 | $354k | 1.4k | 246.05 |
2023-03-31 | $326k | 1.4k | 228.77 |
2022-12-31 | $378k | 1.6k | 239.60 |