Caterpillar shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.5M | 21k | 362.75 |
| 2024-09-30 | $7.9M | 20k | 391.12 |
| 2024-06-30 | $6.8M | 21k | 333.11 |
| 2024-03-31 | $8.0M | 22k | 366.43 |
| 2023-12-31 | $6.3M | 21k | 295.67 |
| 2023-09-30 | $4.9M | 18k | 273.01 |
| 2023-06-30 | $1.9M | 7.8k | 239.79 |
| 2023-03-31 | $1.7M | 7.4k | 228.86 |
| 2022-12-31 | $1.8M | 7.3k | 239.56 |
| 2022-09-30 | $1.4M | 8.7k | 164.00 |
| 2022-06-30 | $2.0M | 11k | 178.81 |
| 2022-03-31 | $1.9M | 8.4k | 222.87 |
| 2021-12-31 | $2.1M | 10k | 206.84 |