Caterpillar shares owned by Ameliora Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ameliora Wealth Management
from 13F filings
Historical chart of Ameliora Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ameliora Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $163k | 342 | 477.15 |
| 2025-06-30 | $133k | 342 | 388.21 |
| 2025-03-31 | $113k | 342 | 329.80 |
| 2024-12-31 | $205k | 565 | 362.76 |
| 2024-09-30 | $196k | 500 | 391.12 |
| 2024-06-30 | $167k | 500 | 333.10 |
| 2024-03-31 | $183k | 500 | 366.43 |
More positions owned by Ameliora Wealth Management
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