Redwood Wealth Management Group »

Caterpillar shares owned by Redwood Wealth Management Group

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

Historical chart of Redwood Wealth Management Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 2.6k 391.12
2024-06-30 $884k 2.7k 333.10
2024-03-31 $981k 2.7k 366.43
2023-12-31 $893k 3.0k 295.67
2023-09-30 $762k 2.8k 273.00
2023-06-30 $683k 2.8k 246.05
2023-03-31 $609k 2.7k 228.84
2022-12-31 $621k 2.6k 239.56