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Caterpillar shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 5.5k 391.14
2024-06-30 $1.8M 5.5k 333.11
2024-03-31 $2.0M 5.5k 366.44
2023-12-31 $1.6M 5.5k 295.67
2023-09-30 $393k 1.4k 273.00

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Caterpillar

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Bank of New York Mellon

View all funds holding Caterpillar