Caterpillar shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management investment in Caterpillar
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All positions including Caterpillar held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $493k | 1.3k | 366.43 |
2023-12-31 | $397k | 1.3k | 295.67 |
2023-09-30 | $367k | 1.3k | 273.00 |
2023-06-30 | $331k | 1.3k | 246.05 |