Caterpillar shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.8k | 391.20 |
| 2024-06-30 | $1.5M | 4.6k | 333.13 |
| 2024-03-31 | $1.7M | 4.7k | 366.41 |
| 2023-12-31 | $1.1M | 3.8k | 295.64 |
| 2023-09-30 | $1.6M | 6.0k | 272.28 |
| 2023-06-30 | $1.5M | 6.0k | 246.07 |