Caterpillar shares owned by Nova R Wealth
Historical chart of Nova R Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Nova R Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Nova R Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $334k | 583 | 572.93 |
| 2025-06-30 | $226k | 583 | 388.07 |
| 2024-12-31 | $211k | 582 | 363.06 |
| 2024-09-30 | $228k | 582 | 391.30 |
| 2024-03-31 | $215k | 588 | 366.32 |