Caterpillar shares owned by Measured Wealth Private Client Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Measured Wealth Private Client Group
from 13F filings
Historical chart of Measured Wealth Private Client Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Measured Wealth Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $904k | 2.5k | 362.76 |
| 2024-09-30 | $983k | 2.5k | 391.12 |
| 2024-06-30 | $891k | 2.7k | 333.10 |
| 2024-03-31 | $771k | 2.1k | 366.43 |
| 2023-12-31 | $344k | 1.2k | 295.67 |
| 2023-09-30 | $306k | 1.1k | 273.00 |
| 2023-06-30 | $255k | 1.0k | 246.05 |
| 2023-03-31 | $211k | 922 | 228.84 |
| 2018-09-30 | $224k | 1.5k | 152.01 |
More positions owned by Measured Wealth Private Client Group
View all positions for Measured Wealth Private Client Group