Mowery & Schoenfeld Wealth Management »

Caterpillar shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $392 1 392.00
2024-06-30 $334 1 334.00