Caterpillar shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $212k | 583 | 362.76 |
| 2024-09-30 | $207k | 529 | 391.12 |
| 2024-06-30 | $194k | 583 | 333.10 |
| 2024-03-31 | $214k | 583 | 366.43 |
| 2023-12-31 | $166k | 562 | 295.67 |
| 2023-09-30 | $151k | 554 | 273.00 |
| 2023-06-30 | $123k | 500 | 246.05 |
| 2023-03-31 | $114k | 500 | 228.84 |
| 2022-12-31 | $127k | 531 | 239.56 |
| 2022-09-30 | $82k | 500 | 164.00 |
| 2022-06-30 | $89k | 500 | 178.00 |
| 2022-03-31 | $37k | 165 | 224.24 |
| 2021-12-31 | $31k | 152 | 203.95 |
More positions owned by Beaird Harris Wealth Management
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