Caterpillar shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $419k | 1.4k | 295.71 |
2023-09-30 | $438k | 1.6k | 272.94 |
2023-06-30 | $399k | 1.6k | 246.07 |
2023-03-31 | $370k | 1.6k | 228.88 |
2022-12-31 | $385k | 1.6k | 239.49 |
2022-09-30 | $267k | 1.6k | 164.27 |
2022-06-30 | $248k | 1.4k | 178.80 |
2021-06-30 | $491k | 2.3k | 217.84 |
2021-03-31 | $822k | 3.5k | 231.94 |
2020-12-31 | $698k | 3.8k | 181.96 |
2020-09-30 | $462k | 3.1k | 149.08 |
2020-06-30 | $297k | 2.3k | 126.44 |