Caterpillar shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 3.8k | 366.47 |
| 2023-12-31 | $1.3M | 4.3k | 295.69 |
| 2023-09-30 | $1.2M | 4.3k | 272.98 |
| 2023-06-30 | $1.0M | 4.1k | 246.07 |
| 2023-03-31 | $943k | 4.1k | 228.86 |
| 2022-12-31 | $986k | 4.1k | 239.54 |
| 2022-09-30 | $691k | 4.2k | 163.94 |
| 2022-06-30 | $1.4M | 7.3k | 193.94 |
| 2022-03-31 | $1.5M | 6.8k | 222.83 |
| 2021-12-31 | $1.4M | 6.8k | 206.75 |
More positions owned by Confluence Wealth Services
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