Caterpillar shares owned by Spectrum Wealth Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Spectrum Wealth Counsel
from 13F filings
Historical chart of Spectrum Wealth Counsel investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Spectrum Wealth Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 6.5k | 362.76 |
| 2024-09-30 | $39k | 100 | 391.12 |
| 2024-06-30 | $49k | 148 | 333.10 |
| 2024-03-31 | $54k | 148 | 366.43 |
| 2023-12-31 | $44k | 148 | 295.68 |