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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All positions including Caterpillar held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by LLBH Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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