Caterpillar shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 9.8k | 391.11 |
| 2024-06-30 | $3.2M | 9.6k | 333.09 |
| 2024-03-31 | $3.4M | 9.4k | 366.43 |
| 2023-12-31 | $2.7M | 9.0k | 295.67 |
| 2023-09-30 | $2.4M | 8.9k | 273.00 |
| 2023-06-30 | $2.1M | 8.7k | 246.05 |
| 2023-03-31 | $1.9M | 8.5k | 228.84 |
| 2022-12-31 | $2.1M | 8.2k | 256.26 |