Caterpillar shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $432k | 1.2k | 366.44 |
| 2023-12-31 | $405k | 1.4k | 295.68 |
| 2023-09-30 | $428k | 1.6k | 273.01 |
| 2023-06-30 | $389k | 1.6k | 246.05 |
| 2023-03-31 | $362k | 1.6k | 228.84 |
| 2022-12-31 | $349k | 1.5k | 239.56 |