Caterpillar shares owned by CIC Wealth
Historical chart of CIC Wealth investment in Caterpillar
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All positions including Caterpillar held by CIC Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by CIC Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 3.3k | 391.14 |
| 2024-06-30 | $1.1M | 3.3k | 333.09 |
| 2024-03-31 | $1.2M | 3.4k | 366.44 |
| 2023-12-31 | $1.0M | 3.4k | 295.66 |
| 2023-09-30 | $782k | 2.9k | 273.02 |
| 2023-06-30 | $723k | 2.9k | 246.06 |
| 2023-03-31 | $672k | 2.9k | 228.82 |
| 2022-12-31 | $708k | 3.0k | 239.53 |