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Caterpillar shares owned by Connectus Wealth

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

Historical chart of Connectus Wealth investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Connectus Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 71k 366.45
2023-12-31 $818k 2.8k 296.12
2023-09-30 $779k 2.8k 273.47
2023-06-30 $374k 1.5k 246.53
2023-03-31 $327k 1.4k 229.31
2022-03-31 $2.1M 9.9k 207.05
2021-12-31 $2.1M 10k 207.07