Caterpillar shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $950k | 3.2k | 295.67 |
| 2023-09-30 | $650k | 2.4k | 273.02 |
| 2023-06-30 | $551k | 2.2k | 246.07 |
| 2023-03-31 | $528k | 2.3k | 228.83 |
| 2022-12-31 | $537k | 2.2k | 239.52 |
| 2022-09-30 | $371k | 2.3k | 164.30 |
| 2022-06-30 | $388k | 2.2k | 178.64 |
| 2022-03-31 | $478k | 2.1k | 223.05 |
| 2021-12-31 | $493k | 2.4k | 206.62 |
| 2021-09-30 | $559k | 2.9k | 192.10 |
| 2021-06-30 | $341k | 1.6k | 217.89 |
| 2021-03-31 | $594k | 2.6k | 232.03 |
| 2020-12-31 | $252k | 1.4k | 181.82 |
| 2020-09-30 | $204k | 1.4k | 149.23 |
More positions owned by Aurum Wealth Management Group
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