Caterpillar shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $440k | 1.5k | 295.75 |
| 2023-09-30 | $405k | 1.5k | 273.07 |
| 2023-06-30 | $365k | 1.5k | 246.06 |
| 2023-03-31 | $330k | 1.4k | 228.92 |
| 2022-12-31 | $414k | 1.7k | 239.58 |
| 2022-09-30 | $286k | 1.7k | 164.27 |
| 2022-06-30 | $319k | 1.8k | 178.91 |
| 2022-03-31 | $507k | 2.3k | 222.76 |
| 2021-12-31 | $386k | 1.9k | 206.64 |
| 2021-09-30 | $361k | 1.9k | 191.92 |
| 2021-03-31 | $2.1M | 8.9k | 231.91 |
| 2020-12-31 | $1.7M | 9.1k | 187.24 |
| 2020-09-30 | $1.5M | 10k | 149.12 |
| 2020-06-30 | $1.3M | 10k | 126.45 |
| 2020-03-31 | $1.2M | 10k | 116.04 |