Caterpillar shares owned by Camarda Wealth Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Camarda Wealth Advisory
from 13F filings
Historical chart of Camarda Wealth Advisory investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Camarda Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Camarda Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 5.7k | 362.76 |
| 2022-03-31 | $434k | 2.0k | 222.56 |
| 2021-06-30 | $1.0M | 4.7k | 217.68 |
| 2021-03-31 | $1.1M | 4.6k | 231.83 |
| 2020-12-31 | $874k | 4.8k | 182.08 |
| 2019-06-30 | $11k | 84 | 130.95 |
| 2018-09-30 | $46k | 300 | 153.33 |
| 2017-12-31 | $24k | 150 | 160.00 |
| 2017-09-30 | $19k | 150 | 126.67 |
| 2017-06-30 | $16k | 150 | 106.67 |