Caterpillar shares owned by Blodgett Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Blodgett Wealth Advisors
from 13F filings
Historical chart of Blodgett Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Blodgett Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $300k | 826 | 362.97 |
| 2024-09-30 | $323k | 826 | 391.35 |
| 2024-06-30 | $280k | 842 | 333.02 |
| 2024-03-31 | $308k | 841 | 366.52 |
| 2023-12-31 | $249k | 841 | 295.50 |
| 2023-09-30 | $229k | 840 | 272.89 |
| 2023-06-30 | $206k | 839 | 246.01 |
| 2022-12-31 | $216k | 902 | 239.56 |
| 2022-03-31 | $365k | 1.6k | 222.56 |
| 2021-12-31 | $329k | 1.6k | 206.92 |
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