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Caterpillar shares owned by Kolinsky Wealth Management

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

Historical chart of Kolinsky Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Kolinsky Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $245k 675 362.76
2024-09-30 $257k 656 391.12
2024-06-30 $213k 640 333.10
2024-03-31 $206k 561 366.43
2023-09-30 $299k 1.1k 272.88