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Caterpillar shares owned by Quadrant Private Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Quadrant Private Wealth Management from 13F filings

Historical chart of Quadrant Private Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Quadrant Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $769k 2.6k 295.68
2023-09-30 $537k 2.0k 272.99
2023-06-30 $630k 2.6k 246.03
2023-03-31 $552k 2.4k 228.90
2022-12-31 $571k 2.4k 239.61
2022-06-30 $356k 2.0k 178.89
2022-03-31 $599k 2.7k 222.68
2021-12-31 $639k 3.1k 206.80
2021-09-30 $597k 3.1k 191.96
2021-06-30 $686k 3.2k 217.50
2021-03-31 $826k 3.6k 231.76
2020-12-31 $688k 3.8k 181.96
2020-09-30 $856k 5.7k 149.10
2020-06-30 $682k 5.4k 126.51
2020-03-31 $445k 3.8k 115.95