Caterpillar shares owned by Capital A Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital A Wealth Management
from 13F filings
Historical chart of Capital A Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Capital A Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $62k | 187 | 329.04 |
| 2024-12-31 | $68k | 186 | 363.65 |
More positions owned by Capital A Wealth Management
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