Caterpillar shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $877k | 2.4k | 362.76 |
| 2024-09-30 | $1.1M | 2.8k | 391.13 |
| 2024-06-30 | $926k | 2.8k | 333.10 |
| 2024-03-31 | $1.1M | 3.0k | 366.43 |
| 2023-12-31 | $982k | 3.3k | 295.67 |
| 2023-09-30 | $939k | 3.4k | 273.00 |
| 2023-06-30 | $922k | 3.7k | 246.05 |
| 2023-03-31 | $861k | 3.8k | 228.83 |
| 2022-12-31 | $1.0M | 4.2k | 239.56 |
| 2022-09-30 | $606k | 3.7k | 162.79 |
| 2022-06-30 | $660k | 3.7k | 180.23 |
| 2022-03-31 | $303k | 1.5k | 208.30 |
| 2021-12-31 | $304k | 1.5k | 209.46 |
| 2021-09-30 | $269k | 1.4k | 191.73 |
| 2021-06-30 | $301k | 1.4k | 217.96 |
| 2021-03-31 | $300k | 1.3k | 231.66 |
| 2020-12-31 | $258k | 1.4k | 181.95 |