Caterpillar shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Drive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 2.8k | 392.34 |
| 2024-06-30 | $934k | 2.8k | 333.08 |
| 2024-03-31 | $1.0M | 2.7k | 366.44 |
| 2023-12-31 | $769k | 2.6k | 295.66 |
| 2023-09-30 | $683k | 2.5k | 272.97 |
| 2023-06-30 | $588k | 2.4k | 246.09 |
| 2023-03-31 | $506k | 2.2k | 228.83 |
| 2022-12-31 | $475k | 2.0k | 239.60 |
| 2022-09-30 | $281k | 1.7k | 163.75 |
| 2022-06-30 | $234k | 1.3k | 178.63 |
| 2022-03-31 | $273k | 1.2k | 222.49 |
| 2021-12-31 | $201k | 972 | 206.79 |