Caterpillar shares owned by Penobscot Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Penobscot Wealth Management
from 13F filings
Historical chart of Penobscot Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Penobscot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $205k | 524 | 391.22 |
| 2024-03-31 | $322k | 879 | 366.33 |
| 2023-12-31 | $1.1M | 3.7k | 295.56 |
| 2023-09-30 | $999k | 3.7k | 272.58 |
| 2023-06-30 | $909k | 3.7k | 245.88 |
| 2023-03-31 | $818k | 3.6k | 228.81 |
| 2022-12-31 | $1.0M | 4.2k | 239.59 |
| 2022-09-30 | $686k | 4.2k | 164.04 |
| 2022-06-30 | $703k | 3.9k | 178.65 |
| 2022-03-31 | $855k | 3.8k | 222.71 |
| 2021-12-31 | $413k | 2.0k | 206.91 |
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