Caterpillar shares owned by Traverso Chambers Private Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Traverso Chambers Private Wealth Management
from 13F filings
Historical chart of Traverso Chambers Private Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Traverso Chambers Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $620k | 2.1k | 295.67 |
| 2023-09-30 | $571k | 2.1k | 273.00 |
| 2023-06-30 | $507k | 2.1k | 246.05 |
| 2023-03-31 | $472k | 2.1k | 228.84 |
| 2022-12-31 | $494k | 2.1k | 239.56 |
| 2022-09-30 | $340k | 2.1k | 164.25 |
| 2022-06-30 | $370k | 2.1k | 178.74 |
| 2022-03-31 | $461k | 2.1k | 222.71 |
| 2021-12-31 | $426k | 2.1k | 206.60 |
| 2021-09-30 | $384k | 2.0k | 192.00 |
| 2021-06-30 | $435k | 2.0k | 217.50 |
| 2021-03-31 | $464k | 2.0k | 232.00 |
| 2020-12-31 | $364k | 2.0k | 182.00 |
| 2020-09-30 | $298k | 2.0k | 149.00 |
| 2020-06-30 | $253k | 2.0k | 126.50 |
| 2020-03-31 | $232k | 2.0k | 116.00 |
| 2019-12-31 | $295k | 2.0k | 147.50 |
| 2019-09-30 | $253k | 2.0k | 126.50 |
| 2019-06-30 | $272k | 2.0k | 136.00 |
| 2019-03-31 | $271k | 2.0k | 135.50 |
| 2018-12-31 | $254k | 2.0k | 127.00 |
More positions owned by Traverso Chambers Private Wealth Management
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