Caterpillar shares owned by Adams Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $343k | 876 | 391.12 |
| 2024-06-30 | $292k | 876 | 333.10 |
| 2024-03-31 | $321k | 876 | 366.43 |
| 2023-12-31 | $259k | 876 | 295.67 |
| 2023-09-30 | $239k | 876 | 273.00 |
| 2023-06-30 | $216k | 876 | 246.05 |
| 2023-03-31 | $201k | 876 | 228.84 |
| 2022-12-31 | $210k | 876 | 239.56 |
| 2021-03-31 | $203k | 876 | 231.74 |
| 2020-09-30 | $131k | 876 | 149.54 |