Caterpillar shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $490k | 1.3k | 391.19 |
| 2024-06-30 | $402k | 1.2k | 333.10 |
| 2024-03-31 | $405k | 1.1k | 366.43 |
| 2023-09-30 | $225k | 825 | 273.00 |
| 2020-03-31 | $237k | 1.6k | 147.57 |
| 2019-12-31 | $237k | 1.6k | 147.57 |
| 2019-09-30 | $9 | 84 | 0.12 |
| 2019-06-30 | $11k | 84 | 130.95 |
| 2019-03-31 | $12k | 83 | 144.58 |
| 2018-12-31 | $11k | 83 | 132.53 |