Caterpillar shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 3.2k | 366.43 |
| 2023-12-31 | $201k | 679 | 295.67 |
| 2023-09-30 | $189k | 692 | 273.00 |
| 2023-06-30 | $141k | 573 | 246.05 |
| 2023-03-31 | $102k | 446 | 229.00 |
| 2019-09-30 | $13k | 103 | 126.21 |