Caterpillar shares owned by NEIRG Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by NEIRG Wealth Management
from 13F filings
Historical chart of NEIRG Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by NEIRG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $205k | 833 | 246.00 |
| 2023-03-31 | $1.7M | 7.4k | 228.84 |
| 2022-12-31 | $2.8M | 12k | 239.56 |
| 2022-09-30 | $2.0M | 12k | 164.05 |
| 2022-06-30 | $2.3M | 13k | 178.75 |
| 2022-03-31 | $3.0M | 13k | 222.86 |
| 2021-12-31 | $2.8M | 14k | 206.70 |
More positions owned by NEIRG Wealth Management
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