Caterpillar shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Caterpillar
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All positions including Caterpillar held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Carson Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 2.9k | 366.46 |
2023-12-31 | $843k | 2.9k | 295.68 |
2023-09-30 | $778k | 2.9k | 273.01 |
2023-06-30 | $1.0M | 4.3k | 246.06 |
2023-03-31 | $975k | 4.3k | 228.85 |