Caterpillar shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 600 | 477.15 |
| 2025-06-30 | $237k | 610 | 388.21 |
| 2025-03-31 | $205k | 621 | 329.80 |
| 2024-09-30 | $207k | 530 | 391.12 |
| 2019-06-30 | $121k | 890 | 135.96 |
| 2019-03-31 | $121k | 890 | 135.96 |
| 2018-12-31 | $113k | 890 | 126.97 |
| 2018-09-30 | $136k | 890 | 152.81 |
| 2018-06-30 | $121k | 890 | 135.96 |
| 2018-03-31 | $161k | 1.1k | 147.71 |
| 2017-12-31 | $230k | 1.5k | 157.64 |
| 2017-09-30 | $209k | 1.7k | 124.55 |
| 2017-06-30 | $170k | 1.6k | 107.73 |
| 2017-03-31 | $146k | 1.6k | 92.52 |
| 2016-12-31 | $146k | 1.6k | 92.52 |
More positions owned by Alpha Omega Wealth Management
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