Caterpillar shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 5.0k | 391.12 |
| 2024-06-30 | $1.7M | 5.0k | 333.10 |
| 2024-03-31 | $1.8M | 5.0k | 366.43 |
| 2023-12-31 | $1.4M | 4.7k | 295.67 |
| 2023-09-30 | $1.3M | 4.6k | 273.00 |
| 2023-06-30 | $1.1M | 4.6k | 246.05 |
| 2023-03-31 | $563k | 2.5k | 228.84 |
| 2022-12-31 | $589k | 2.5k | 239.56 |
| 2022-09-30 | $437k | 2.7k | 163.92 |
| 2022-06-30 | $477k | 2.7k | 178.92 |
| 2022-03-31 | $594k | 2.7k | 222.81 |
| 2021-12-31 | $551k | 2.7k | 206.68 |
| 2021-09-30 | $512k | 2.7k | 192.05 |
| 2021-06-30 | $580k | 2.7k | 217.55 |
| 2021-03-31 | $618k | 2.7k | 231.81 |
| 2020-12-31 | $485k | 2.7k | 181.92 |
| 2020-09-30 | $398k | 2.7k | 149.29 |
| 2020-06-30 | $337k | 2.7k | 126.41 |
| 2020-03-31 | $309k | 2.7k | 115.90 |