Caterpillar shares owned by Barlow Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Barlow Wealth Partners
from 13F filings
Historical chart of Barlow Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Barlow Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $321k | 857 | 374.89 |
| 2024-09-30 | $333k | 836 | 398.25 |
| 2024-06-30 | $281k | 836 | 336.04 |
| 2024-03-31 | $306k | 836 | 365.63 |
| 2023-12-31 | $247k | 836 | 295.67 |