Caterpillar shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $99k | 273 | 362.10 |
| 2024-09-30 | $97k | 248 | 391.63 |
| 2024-06-30 | $183k | 548 | 333.18 |
| 2024-03-31 | $201k | 548 | 366.40 |
| 2023-12-31 | $89k | 300 | 295.67 |
| 2023-09-30 | $82k | 300 | 273.00 |
| 2023-06-30 | $86k | 350 | 246.05 |
| 2023-03-31 | $11k | 50 | 228.84 |
| 2022-12-31 | $12k | 50 | 239.56 |
| 2021-12-31 | $999 | 7 | 142.86 |
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