Caterpillar shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 3.7k | 295.67 |
| 2023-09-30 | $1.1M | 4.1k | 273.00 |
| 2023-06-30 | $1.0M | 4.1k | 246.05 |
| 2023-03-31 | $977k | 4.1k | 237.93 |
| 2022-12-31 | $834k | 3.5k | 239.56 |
| 2022-09-30 | $571k | 3.5k | 164.08 |
| 2022-06-30 | $622k | 3.5k | 178.74 |
| 2022-03-31 | $826k | 3.7k | 222.94 |
| 2021-12-31 | $766k | 3.7k | 206.75 |
| 2021-09-30 | $711k | 3.7k | 191.85 |
| 2021-06-30 | $807k | 3.7k | 217.76 |
| 2021-03-31 | $822k | 3.5k | 231.81 |
| 2020-12-31 | $621k | 3.4k | 181.95 |
More positions owned by Monticello Wealth Management
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