Caterpillar shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Caterpillar
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Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Bartlett & Co. Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 5.1k | 366.45 |
2023-12-31 | $1.5M | 5.0k | 296.88 |
2023-09-30 | $1.5M | 5.5k | 273.00 |
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