Caterpillar shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $310k | 926 | 334.56 |
| 2023-12-31 | $287k | 893 | 321.40 |
| 2023-09-30 | $237k | 868 | 273.00 |
| 2023-06-30 | $216k | 868 | 248.81 |