Caterpillar shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $62k | 210 | 295.37 |
| 2023-09-30 | $57k | 209 | 272.60 |
| 2023-06-30 | $51k | 208 | 245.72 |
| 2023-03-31 | $47k | 207 | 228.34 |