Caterpillar shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Insight Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.3M | 6.4k | 362.74 |
2024-09-30 | $2.4M | 6.2k | 391.12 |
2024-06-30 | $2.0M | 6.1k | 333.10 |
2024-03-31 | $2.1M | 5.8k | 366.43 |