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Caterpillar shares owned by Surience Private Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Surience Private Wealth from 13F filings

Historical chart of Surience Private Wealth investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Surience Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 13k 273.00

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