Caterpillar shares owned by Fairhaven Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fairhaven Wealth Management
from 13F filings
Historical chart of Fairhaven Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Fairhaven Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Fairhaven Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 6.6k | 362.76 |
| 2024-09-30 | $2.5M | 6.4k | 391.09 |
| 2024-06-30 | $2.1M | 6.3k | 333.10 |
More positions owned by Fairhaven Wealth Management
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