Caterpillar shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Caterpillar
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All positions including Caterpillar held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Perennial Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $355k | 1.3k | 272.71 |
2023-06-30 | $324k | 1.3k | 246.11 |
2023-03-31 | $306k | 1.3k | 229.00 |
2022-12-31 | $285k | 1.2k | 239.62 |
More positions owned by Perennial Investment Advisors
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