Caterpillar shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $66k | 400 | 165.00 |
| 2022-06-30 | $72k | 400 | 180.00 |
| 2022-03-31 | $89k | 400 | 222.50 |
| 2021-12-31 | $82k | 400 | 205.00 |
| 2021-09-30 | $77k | 400 | 192.50 |