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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

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

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Quarterly reported holdings in Caterpillar by Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
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