Abacus Wealth Partners »

Caterpillar shares owned by Abacus Wealth Partners

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

Historical chart of Abacus Wealth Partners investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Abacus Wealth Partners 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 Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $682k 1.7k 391.12
2024-06-30 $584k 1.8k 333.10
2024-03-31 $638k 1.7k 366.43
2023-12-31 $419k 1.4k 295.67
2023-09-30 $413k 1.5k 272.99
2023-06-30 $372k 1.5k 246.04
2023-03-31 $325k 1.5k 215.08
2022-12-31 $339k 1.4k 239.56
2022-09-30 $232k 1.4k 164.08
2022-06-30 $284k 1.6k 178.74
2022-03-31 $377k 1.7k 222.80
2021-12-31 $387k 1.9k 206.69
2021-09-30 $436k 2.3k 191.98
2021-06-30 $439k 2.0k 217.64
2021-03-31 $468k 2.0k 231.88