Caterpillar shares owned by Fingerlakes Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Fingerlakes Wealth Management
from 13F filings
Historical chart of Fingerlakes Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Fingerlakes 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 Fingerlakes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $511k | 1.4k | 362.64 |
| 2024-09-30 | $547k | 1.4k | 391.22 |
| 2024-03-31 | $509k | 1.4k | 366.33 |
| 2023-12-31 | $409k | 1.4k | 295.66 |
| 2023-09-30 | $375k | 1.4k | 272.95 |
| 2023-06-30 | $346k | 1.4k | 246.06 |
| 2023-03-31 | $346k | 1.5k | 228.80 |
| 2022-12-31 | $360k | 1.5k | 239.48 |
| 2022-09-30 | $245k | 1.5k | 163.88 |
| 2022-06-30 | $266k | 1.5k | 179.00 |
| 2022-03-31 | $345k | 1.6k | 222.58 |
| 2021-12-31 | $325k | 1.6k | 206.61 |
More positions owned by Fingerlakes Wealth Management
View all positions for Fingerlakes Wealth Management