Caterpillar shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Steel Peak Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.3M | 12k | 366.42 |
2023-12-31 | $9.2M | 31k | 295.67 |
2023-09-30 | $3.8M | 14k | 273.01 |
2023-06-30 | $3.8M | 15k | 246.05 |
2023-03-31 | $13M | 55k | 228.84 |
2022-12-31 | $11M | 46k | 239.56 |
2022-09-30 | $2.4M | 14k | 164.06 |
2022-06-30 | $9.4M | 53k | 178.75 |
2022-03-31 | $8.1M | 37k | 222.83 |
2021-12-31 | $2.1M | 10k | 206.68 |
2021-09-30 | $2.0M | 10k | 192.02 |
2021-06-30 | $8.2M | 38k | 217.64 |
2021-03-31 | $8.5M | 37k | 231.86 |
2020-12-31 | $8.1M | 45k | 182.03 |
2020-09-30 | $5.2M | 35k | 149.14 |
2020-06-30 | $6.3M | 50k | 126.49 |
2020-03-31 | $5.1M | 44k | 116.03 |
2019-12-31 | $6.0M | 41k | 147.68 |
More positions owned by Steel Peak Wealth Management
View all positions for Steel Peak Wealth Management