Caterpillar shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.0M | 10k | 295.66 |
2023-09-30 | $2.5M | 9.3k | 272.99 |
2023-06-30 | $1.1M | 4.5k | 246.04 |
2023-03-31 | $1.0M | 4.5k | 228.85 |
2022-12-31 | $953k | 4.0k | 239.53 |
2022-09-30 | $664k | 4.0k | 164.11 |
2022-06-30 | $725k | 4.1k | 178.84 |
2022-03-31 | $630k | 2.8k | 222.93 |
2021-12-31 | $531k | 2.6k | 206.86 |
2021-09-30 | $504k | 2.6k | 191.78 |
2021-06-30 | $548k | 2.5k | 217.81 |
2021-03-31 | $727k | 3.1k | 231.90 |
2020-12-31 | $565k | 3.1k | 182.02 |
2020-09-30 | $500k | 3.4k | 149.16 |
2020-06-30 | $424k | 3.3k | 126.61 |
2020-03-31 | $388k | 3.3k | 115.99 |
2019-12-31 | $498k | 3.4k | 147.77 |
2019-09-30 | $468k | 3.7k | 126.42 |
2019-06-30 | $744k | 5.5k | 136.31 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group