Caterpillar shares owned by CI Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Caterpillar
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All positions including Caterpillar held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $220M | 744k | 295.67 |
2023-09-30 | $194M | 711k | 273.29 |
2023-06-30 | $175M | 711k | 245.76 |
2023-03-31 | $148M | 646k | 228.99 |
2022-12-31 | $95M | 391k | 242.30 |