Caterpillar shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18k | 50 | 366.44 |
| 2023-12-31 | $15k | 50 | 295.68 |
| 2023-09-30 | $14k | 50 | 273.00 |
| 2023-06-30 | $12k | 50 | 246.06 |
| 2023-03-31 | $16k | 69 | 228.84 |
| 2022-12-31 | $17k | 69 | 239.57 |
| 2022-09-30 | $11k | 69 | 159.42 |
| 2022-06-30 | $11k | 62 | 177.42 |
| 2022-03-31 | $14k | 62 | 225.81 |
| 2020-06-30 | $4.0k | 27 | 148.15 |
| 2020-03-31 | $2.0k | 17 | 117.65 |
| 2019-12-31 | $3.0k | 17 | 176.47 |