Caterpillar shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $776k | 2.0k | 391.12 |
| 2024-06-30 | $658k | 2.0k | 333.10 |
| 2024-03-31 | $724k | 2.0k | 366.43 |
| 2023-12-31 | $658k | 2.2k | 295.67 |
| 2023-09-30 | $608k | 2.2k | 273.00 |
| 2023-06-30 | $548k | 2.2k | 246.05 |
| 2023-03-31 | $510k | 2.2k | 228.84 |
| 2022-12-31 | $534k | 2.2k | 239.56 |
| 2022-09-30 | $365k | 2.2k | 163.90 |
| 2022-06-30 | $398k | 2.2k | 178.72 |
| 2022-03-31 | $474k | 2.1k | 222.85 |
| 2021-12-31 | $456k | 2.2k | 206.90 |
| 2021-09-30 | $408k | 2.1k | 191.82 |
| 2021-06-30 | $267k | 1.2k | 217.60 |
| 2021-03-31 | $220k | 950 | 231.58 |
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