Caterpillar shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in Caterpillar
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All positions including Caterpillar held by VisionPoint Advisory Group 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 |
---|---|---|---|
2024-09-30 | $544k | 1.4k | 391.12 |
2024-06-30 | $480k | 1.4k | 333.10 |
2024-03-31 | $544k | 1.5k | 366.43 |
2023-12-31 | $456k | 1.5k | 295.67 |
2023-09-30 | $555k | 2.0k | 273.03 |
2023-06-30 | $440k | 1.8k | 246.05 |
More positions owned by VisionPoint Advisory Group
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