Caterpillar shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $61k | 165 | 366.43 |
2023-12-31 | $49k | 165 | 295.67 |
2023-09-30 | $45k | 165 | 273.00 |
2023-06-30 | $41k | 165 | 246.05 |
2023-03-31 | $38k | 165 | 228.84 |
2022-12-31 | $40k | 165 | 239.56 |