Caterpillar shares owned by Sound View Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Sound View Wealth Advisors
from 13F filings
Historical chart of Sound View Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Sound View Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-03-31 | $793k | 5.9k | 135.44 |
| 2018-12-31 | $567k | 4.5k | 127.02 |
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