Caterpillar shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Newport Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $237k | 1.2k | 191.90 |
2021-06-30 | $269k | 1.2k | 217.81 |
2021-03-31 | $286k | 1.2k | 231.58 |