Caterpillar shares owned by Ruedi Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Ruedi Wealth Management
from 13F filings
Historical chart of Ruedi Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Ruedi 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 Ruedi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $150k | 384 | 391.28 |
| 2024-06-30 | $132k | 395 | 333.24 |
| 2024-03-31 | $137k | 373 | 366.59 |
| 2023-12-31 | $94k | 319 | 295.82 |
| 2023-09-30 | $87k | 319 | 273.14 |
| 2023-06-30 | $79k | 319 | 246.17 |
| 2023-03-31 | $73k | 319 | 228.96 |
| 2022-12-31 | $77k | 319 | 239.68 |