Caterpillar shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $264k | 727 | 362.74 |
| 2024-09-30 | $284k | 727 | 391.09 |
| 2024-06-30 | $311k | 934 | 333.08 |
| 2024-03-31 | $342k | 934 | 366.41 |
| 2023-12-31 | $277k | 936 | 295.65 |
| 2023-09-30 | $272k | 996 | 272.99 |
| 2023-06-30 | $245k | 996 | 246.04 |
| 2023-03-31 | $233k | 1.0k | 228.84 |
| 2022-12-31 | $298k | 1.2k | 239.56 |
| 2022-09-30 | $211k | 1.3k | 165.75 |
| 2022-06-30 | $250k | 1.4k | 178.70 |
| 2022-03-31 | $313k | 1.4k | 222.93 |