Caterpillar shares owned by Palumbo Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Palumbo Wealth Management
from 13F filings
Historical chart of Palumbo Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Palumbo Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $927k | 2.6k | 362.75 |
| 2024-09-30 | $1.0M | 2.6k | 391.11 |
| 2024-06-30 | $859k | 2.6k | 333.14 |
| 2024-03-31 | $942k | 2.6k | 366.44 |
| 2023-12-31 | $778k | 2.6k | 295.70 |
| 2023-09-30 | $721k | 2.6k | 273.00 |
| 2023-06-30 | $650k | 2.6k | 246.00 |
| 2023-03-31 | $1.4M | 6.3k | 228.85 |
| 2022-12-31 | $1.5M | 6.1k | 239.57 |
| 2022-09-30 | $980k | 6.0k | 164.07 |
| 2022-06-30 | $1.0M | 5.8k | 178.84 |
| 2022-03-31 | $1.3M | 5.8k | 222.87 |
| 2021-12-31 | $1.2M | 5.7k | 206.73 |
| 2021-09-30 | $1.0M | 5.4k | 192.04 |
| 2021-06-30 | $1.3M | 6.0k | 217.60 |
| 2021-03-31 | $1.3M | 5.8k | 231.88 |
| 2020-12-31 | $999k | 5.5k | 181.97 |