Caterpillar shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 20k | 366.42 |
| 2023-12-31 | $5.5M | 19k | 295.67 |
| 2023-09-30 | $5.5M | 20k | 273.00 |
| 2023-06-30 | $4.4M | 18k | 244.83 |
| 2023-03-31 | $3.3M | 15k | 228.83 |
| 2022-12-31 | $2.6M | 11k | 239.56 |
| 2022-09-30 | $1.7M | 10k | 164.10 |
| 2022-06-30 | $1.7M | 9.5k | 178.79 |
| 2022-03-31 | $2.0M | 9.1k | 222.76 |
| 2021-12-31 | $1.5M | 7.5k | 206.73 |
More positions owned by Perfromance Wealth Partners
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