Caterpillar shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $105k | 290 | 362.76 |
| 2024-09-30 | $113k | 290 | 391.12 |
| 2024-06-30 | $103k | 290 | 356.03 |
| 2024-03-31 | $106k | 290 | 366.43 |
| 2023-12-31 | $86k | 290 | 295.67 |
| 2023-09-30 | $79k | 290 | 273.00 |
| 2023-03-31 | $915 | 4 | 228.75 |
| 2022-09-30 | $1.0k | 5 | 200.00 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth