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Caterpillar shares owned by Massachusetts Wealth Management

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

Historical chart of Massachusetts Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Massachusetts Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 6.4k 333.10
2024-03-31 $2.4M 6.5k 366.43
2023-12-31 $1.8M 6.2k 295.67
2023-09-30 $1.6M 6.0k 273.00
2023-06-30 $1.5M 6.0k 246.05
2023-03-31 $1.3M 5.7k 228.84
2022-12-31 $1.5M 5.8k 252.29