Caterpillar shares owned by UMA Financial Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Caterpillar
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All positions including Caterpillar held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $265k | 683 | 387.99 |
| 2024-06-30 | $245k | 680 | 360.58 |
| 2024-03-31 | $245k | 680 | 359.88 |