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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

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Quarterly reported holdings in Caterpillar by Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 6.4k 391.09
2024-06-30 $2.1M 6.3k 333.10