Caterpillar shares owned by Finer Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Finer Wealth Management
from 13F filings
Historical chart of Finer Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Finer 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 Finer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.3M | 9.8k | 333.09 |
| 2024-03-31 | $3.7M | 10k | 366.41 |
| 2023-09-30 | $2.7M | 9.7k | 273.00 |
| 2023-06-30 | $2.3M | 9.5k | 246.05 |
| 2023-03-31 | $2.1M | 9.1k | 228.85 |
| 2022-12-31 | $2.2M | 9.1k | 239.55 |
| 2022-09-30 | $1.5M | 9.0k | 164.04 |
| 2022-06-30 | $1.6M | 8.7k | 178.81 |
| 2022-03-31 | $1.9M | 8.6k | 222.85 |
| 2021-12-31 | $1.7M | 8.4k | 206.72 |