Caterpillar shares owned by Rockline Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Rockline Wealth Management
from 13F filings
Historical chart of Rockline Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Rockline Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Rockline Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $409k | 1.1k | 362.76 |
| 2024-09-30 | $441k | 1.1k | 391.12 |
| 2024-06-30 | $375k | 1.1k | 333.10 |
| 2024-03-31 | $336k | 917 | 366.43 |
| 2023-12-31 | $271k | 917 | 295.67 |
More positions owned by Rockline Wealth Management
Home Depot (HD)
View all positions for Rockline Wealth Management