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Caterpillar shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 650 391.32
2024-06-30 $202k 607 333.09
2022-12-31 $271k 1.1k 239.63
2022-09-30 $298k 1.6k 192.01
2022-06-30 $298k 1.6k 192.01
2022-03-31 $346k 1.6k 222.79
2021-12-31 $321k 1.6k 206.70
2021-09-30 $298k 1.6k 192.01
2020-12-31 $74k 404 182.57