Caterpillar shares owned by Patriot Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Patriot Wealth Management
from 13F filings
Historical chart of Patriot Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Patriot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $6.5M | 52k | 127.06 |
| 2018-09-30 | $8.0M | 53k | 152.49 |
| 2018-06-30 | $7.0M | 52k | 135.67 |
| 2018-03-31 | $4.1M | 28k | 147.40 |