Caterpillar shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Catalytic Wealth RIA
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $438k | 1.1k | 391.12 |
2024-06-30 | $388k | 1.2k | 333.10 |
2024-03-31 | $448k | 1.2k | 366.43 |
2023-12-31 | $322k | 1.1k | 295.67 |