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

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Quarterly reported holdings in Caterpillar by Alpha Omega Wealth Management

Quarter filed Position value Share count Share price at filing
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