Caterpillar shares owned by Secure Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Secure Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Secure Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $487k | 1.3k | 366.32 |
2023-12-31 | $348k | 1.2k | 295.65 |
2023-09-30 | $320k | 1.2k | 272.92 |
2022-12-31 | $226k | 942 | 239.51 |
2022-06-30 | $202k | 1.1k | 178.29 |
2022-03-31 | $259k | 1.2k | 223.08 |
2021-12-31 | $242k | 1.2k | 206.31 |
2021-09-30 | $225k | 1.2k | 192.47 |
2021-06-30 | $254k | 1.2k | 217.84 |
2021-03-31 | $231k | 995 | 232.16 |