Caterpillar shares owned by Meritas Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Meritas Wealth Management
from 13F filings
Historical chart of Meritas Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Meritas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 700 | 391.12 |
| 2024-06-30 | $233k | 700 | 333.10 |
| 2024-03-31 | $257k | 700 | 366.43 |
| 2023-12-31 | $207k | 700 | 295.67 |