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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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All positions including Caterpillar held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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