Caterpillar shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $203k | 686 | 295.67 |
| 2023-09-30 | $213k | 780 | 273.00 |
| 2022-12-31 | $219k | 915 | 239.56 |
| 2022-09-30 | $0 | 2 | 0.00 |
| 2022-06-30 | $0 | 2 | 0.00 |
| 2022-03-31 | $277k | 1.2k | 222.85 |
More positions owned by Spartan Planning & Wealth Management
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