Caterpillar shares owned by Adams Chetwood Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Adams Chetwood Wealth Management
from 13F filings
Historical chart of Adams Chetwood Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Adams Chetwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.2M | 5.6k | 222.88 |
| 2021-12-31 | $1.1M | 5.5k | 206.76 |
| 2021-09-30 | $937k | 4.9k | 191.93 |
| 2021-06-30 | $1.1M | 4.9k | 217.53 |
| 2021-03-31 | $1.1M | 4.6k | 231.87 |
| 2020-12-31 | $834k | 4.6k | 182.06 |
| 2020-09-30 | $642k | 4.3k | 149.09 |
| 2020-06-30 | $583k | 4.6k | 126.57 |
| 2020-03-31 | $516k | 4.6k | 112.03 |
| 2019-12-31 | $609k | 4.1k | 147.78 |
More positions owned by Adams Chetwood Wealth Management
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