Caterpillar shares owned by Sanctuary Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sanctuary Wealth Management
from 13F filings
Historical chart of Sanctuary Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Sanctuary Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by Sanctuary Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5k | 4 | 362.75 |
| 2024-09-30 | $1.6k | 4 | 391.00 |
| 2024-06-30 | $1.3k | 4 | 333.00 |
| 2024-03-31 | $1.5k | 4 | 366.50 |
| 2023-12-31 | $1.2k | 4 | 295.75 |
| 2023-09-30 | $1.1k | 4 | 273.00 |
| 2023-06-30 | $984 | 4 | 246.00 |
| 2022-12-31 | $4.8k | 20 | 239.55 |
| 2010-03-31 | $4.6k | 20 | 228.85 |
More positions owned by Sanctuary Wealth Management
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