Caterpillar shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Caterpillar
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All positions including Caterpillar held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.4M | 3.8k | 366.43 |
2023-12-31 | $954k | 3.2k | 295.67 |
2023-09-30 | $868k | 3.2k | 273.00 |
2023-06-30 | $706k | 2.9k | 246.05 |
2023-03-31 | $655k | 2.9k | 228.84 |
2022-12-31 | $687k | 2.9k | 239.56 |