Caterpillar shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $561k | 1.4k | 391.38 |
| 2024-06-30 | $478k | 1.4k | 333.30 |
| 2024-03-31 | $525k | 1.4k | 366.67 |
| 2023-12-31 | $399k | 1.4k | 295.72 |
| 2023-09-30 | $375k | 1.4k | 273.15 |
| 2023-06-30 | $350k | 1.4k | 246.21 |
| 2023-03-31 | $324k | 1.4k | 228.91 |
| 2022-12-31 | $338k | 1.4k | 239.89 |
| 2022-09-30 | $94k | 576 | 163.19 |
| 2022-06-30 | $103k | 574 | 179.44 |
| 2022-03-31 | $128k | 573 | 223.39 |
| 2021-12-31 | $118k | 571 | 206.66 |
More positions owned by CarsonAllaria Wealth Management
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