Caterpillar shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 17k | 366.43 |
| 2023-12-31 | $5.0M | 17k | 295.67 |
| 2023-09-30 | $4.5M | 17k | 273.00 |
| 2023-06-30 | $4.0M | 17k | 238.20 |
| 2023-03-31 | $3.6M | 16k | 228.84 |
| 2022-12-31 | $3.8M | 16k | 239.45 |
| 2022-09-30 | $2.3M | 14k | 164.10 |
| 2022-06-30 | $3.1M | 17k | 178.78 |