Caterpillar shares owned by AAFMAA Wealth Management & Trust
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AAFMAA Wealth Management & Trust
from 13F filings
Historical chart of AAFMAA Wealth Management & Trust investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by AAFMAA Wealth Management & Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by AAFMAA Wealth Management & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 7.1k | 366.43 |
| 2023-12-31 | $2.9M | 9.9k | 295.67 |
| 2023-09-30 | $2.5M | 9.3k | 273.00 |
| 2023-06-30 | $3.3M | 13k | 246.05 |
| 2023-03-31 | $2.9M | 13k | 228.84 |
| 2022-12-31 | $3.1M | 13k | 239.56 |
| 2022-09-30 | $2.8M | 17k | 164.08 |
| 2022-06-30 | $3.4M | 19k | 178.76 |
| 2022-03-31 | $4.9M | 22k | 222.82 |
| 2021-12-31 | $8.7M | 42k | 206.73 |
More positions owned by AAFMAA Wealth Management & Trust
View all positions for AAFMAA Wealth Management & Trust