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Caterpillar shares owned by SlateStone Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SlateStone Wealth from 13F filings

Historical chart of SlateStone Wealth investment in Caterpillar

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All positions including Caterpillar held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 39k 391.12
2024-06-30 $9.0M 27k 333.12
2024-03-31 $14M 37k 366.42
2023-12-31 $6.5M 22k 295.67
2023-09-30 $5.5M 20k 273.00
2023-06-30 $2.0M 8.1k 246.04
2023-03-31 $1.9M 8.3k 228.80
2022-12-31 $1.7M 7.0k 239.55
2022-09-30 $996k 6.1k 164.11
2022-06-30 $1.1M 5.9k 178.73
2022-03-31 $865k 3.9k 222.82