Caterpillar shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 1.8k | 477.01 |
| 2025-06-30 | $634k | 1.6k | 388.20 |
| 2025-03-31 | $533k | 1.6k | 329.69 |
| 2024-03-31 | $272k | 743 | 366.43 |
| 2023-12-31 | $220k | 743 | 295.67 |
| 2017-09-30 | $249k | 2.0k | 124.50 |
More positions owned by LLBH Private Wealth Management
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