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Caterpillar shares owned by FSA Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by FSA Wealth Management from 13F filings

Historical chart of FSA Wealth Management investment in Caterpillar

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All positions including Caterpillar held by FSA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $191k 489 391.10
2024-03-31 $128k 349 366.89
2023-12-31 $103k 349 295.13
2020-12-31 $49k 267 183.52
2020-06-30 $34k 267 127.34
2020-03-31 $31k 267 116.10
2019-12-31 $39k 267 146.07