Caterpillar shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $755k | 1.9k | 391.11 |
| 2024-06-30 | $648k | 1.9k | 333.04 |
| 2024-03-31 | $678k | 1.9k | 366.47 |
| 2023-12-31 | $523k | 1.8k | 295.74 |
| 2023-09-30 | $478k | 1.8k | 272.99 |
| 2023-06-30 | $428k | 1.7k | 246.01 |
| 2023-03-31 | $370k | 1.6k | 228.83 |
| 2022-12-31 | $298k | 1.2k | 239.50 |