Caterpillar shares owned by Colonial River Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Colonial River Wealth Management
from 13F filings
Historical chart of Colonial River Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Colonial River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $287k | 734 | 391.12 |
| 2024-06-30 | $247k | 740 | 333.10 |
| 2024-03-31 | $269k | 734 | 366.43 |
| 2023-12-31 | $226k | 765 | 295.67 |
| 2023-09-30 | $274k | 1.0k | 273.00 |
| 2023-06-30 | $337k | 1.4k | 246.05 |
| 2023-03-31 | $315k | 1.4k | 228.84 |
| 2022-12-31 | $338k | 1.4k | 239.56 |
| 2022-09-30 | $252k | 1.5k | 164.28 |
| 2022-06-30 | $323k | 1.8k | 178.95 |
| 2022-03-31 | $445k | 2.0k | 222.61 |
| 2021-12-31 | $373k | 1.8k | 206.53 |
| 2021-06-30 | $344k | 1.6k | 217.72 |
| 2021-03-31 | $367k | 1.6k | 232.13 |
| 2020-12-31 | $415k | 2.1k | 196.87 |
More positions owned by Colonial River Wealth Management
View all positions for Colonial River Wealth Management