Caterpillar shares owned by Altium Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.9M | 10k | 178.75 |
| 2022-03-31 | $2.0M | 8.9k | 222.78 |
| 2021-12-31 | $1.6M | 7.6k | 206.80 |
| 2021-09-30 | $1.4M | 7.3k | 191.96 |
| 2021-06-30 | $1.5M | 6.7k | 217.68 |
| 2021-03-31 | $1.5M | 6.4k | 231.83 |
| 2020-12-31 | $1.1M | 6.1k | 182.00 |
| 2020-09-30 | $787k | 5.3k | 149.22 |
| 2020-06-30 | $651k | 5.1k | 126.58 |
| 2020-03-31 | $690k | 5.9k | 116.06 |
| 2019-12-31 | $613k | 4.2k | 147.68 |
| 2019-09-30 | $458k | 3.6k | 126.28 |
| 2019-06-30 | $513k | 3.8k | 136.25 |
| 2019-03-31 | $528k | 3.9k | 135.42 |
| 2018-12-31 | $499k | 3.9k | 127.20 |
| 2018-09-30 | $398k | 2.6k | 152.32 |
| 2018-06-30 | $344k | 2.5k | 135.65 |
| 2018-03-31 | $335k | 2.3k | 147.19 |
| 2017-12-31 | $311k | 2.0k | 157.55 |