Caterpillar shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $410k | 1.0k | 391.21 |
| 2024-06-30 | $292k | 878 | 332.91 |
| 2024-03-31 | $324k | 884 | 366.33 |
| 2023-12-31 | $240k | 811 | 295.63 |
| 2023-09-30 | $221k | 810 | 272.94 |