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Caterpillar shares owned by Activest Wealth Management

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

Historical chart of Activest Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $0 0 0.00
2023-03-31 $4.4k 19 230.26
2022-06-30 $3.0k 19 157.89
2022-03-31 $4.0k 19 210.53
2021-12-31 $4.0k 19 210.53
2021-09-30 $6.0k 30 200.00
2021-06-30 $14k 63 222.22
2021-03-31 $21k 93 225.81