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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All positions including Caterpillar held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Atlantic Edge Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $62k | 169 | 366.94 |
2023-12-31 | $40k | 134 | 295.25 |
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