Caterpillar shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Lantern Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 3.7k | 295.67 |