Caterpillar shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Caterpillar shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26k | 20k | 1.30 |