Caterpillar shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $37k | 65 | 572.88 |
| 2025-09-30 | $29k | 60 | 477.15 |
| 2025-06-30 | $25k | 65 | 388.22 |
| 2025-03-31 | $21k | 65 | 329.80 |
| 2024-12-31 | $24k | 65 | 362.77 |
| 2024-09-30 | $25k | 65 | 391.12 |
| 2024-06-30 | $57k | 170 | 332.34 |
| 2024-03-31 | $62k | 169 | 366.94 |
| 2023-12-31 | $40k | 134 | 295.25 |
More positions owned by Atlantic Edge Private Wealth Management
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