Caterpillar shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $155k | 679 | 227.98 |
| 2023-06-30 | $103k | 418 | 245.85 |
| 2023-03-31 | $111k | 486 | 228.89 |
| 2022-12-31 | $116k | 486 | 239.38 |
| 2022-09-30 | $82k | 502 | 163.35 |
| 2022-06-30 | $100k | 557 | 179.53 |
| 2022-03-31 | $147k | 660 | 222.73 |
| 2021-12-31 | $118k | 573 | 205.93 |
| 2021-09-30 | $100k | 519 | 192.68 |
| 2021-06-30 | $173k | 795 | 217.61 |
| 2021-03-31 | $186k | 803 | 231.63 |
| 2020-12-31 | $109k | 602 | 181.06 |
| 2020-09-30 | $67k | 451 | 148.56 |
| 2020-06-30 | $20k | 157 | 127.39 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting