Caterpillar shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $256k | 706 | 362.76 |
| 2024-09-30 | $276k | 706 | 391.12 |
| 2024-06-30 | $235k | 706 | 333.10 |
| 2024-03-31 | $259k | 706 | 366.43 |
| 2023-12-31 | $232k | 785 | 295.67 |
| 2017-12-31 | $212k | 1.3k | 157.86 |