1858 Wealth Management »

Caterpillar shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 3.0k 391.05
2024-06-30 $1.1M 3.2k 333.10
2024-03-31 $1.0M 3.5k 295.67