Caterpillar shares owned by Vestia Personal Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Vestia Personal Wealth Advisors
from 13F filings
Historical chart of Vestia Personal Wealth Advisors investment in Caterpillar
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All positions including Caterpillar held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $322k | 967 | 332.94 |
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