Caterpillar shares owned by Acima Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Acima Private Wealth
from 13F filings
Historical chart of Acima Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Acima Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $576k | 1.5k | 391.12 |
| 2024-06-30 | $491k | 1.5k | 333.10 |
| 2024-03-31 | $540k | 1.5k | 366.43 |
| 2023-12-31 | $436k | 1.5k | 295.67 |
| 2023-09-30 | $402k | 1.5k | 273.00 |
| 2023-06-30 | $362k | 1.5k | 246.05 |
| 2023-03-31 | $338k | 1.5k | 228.84 |
| 2022-12-31 | $340k | 1.4k | 239.56 |
| 2022-09-30 | $233k | 1.4k | 164.08 |
| 2022-06-30 | $254k | 1.4k | 178.76 |
| 2022-03-31 | $317k | 1.4k | 223.08 |
| 2021-12-31 | $294k | 1.4k | 206.90 |
| 2021-09-30 | $273k | 1.4k | 192.12 |
| 2021-06-30 | $309k | 1.4k | 217.45 |
| 2021-03-31 | $329k | 1.4k | 231.53 |
| 2020-12-31 | $259k | 1.4k | 182.27 |
| 2020-09-30 | $212k | 1.4k | 149.19 |
| 2020-06-30 | $180k | 1.4k | 126.67 |
| 2020-03-31 | $165k | 1.4k | 116.12 |
| 2019-12-31 | $210k | 1.4k | 147.78 |
| 2019-09-30 | $179k | 1.4k | 125.97 |
| 2019-06-30 | $194k | 1.4k | 136.52 |
| 2019-03-31 | $193k | 1.4k | 135.82 |
| 2018-12-31 | $181k | 1.4k | 127.38 |