Caterpillar shares owned by GeoWealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Caterpillar
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $0 | 0 | 0.00 |
2023-09-30 | $377k | 1.4k | 272.46 |
2023-06-30 | $311k | 1.3k | 246.37 |
2023-03-31 | $291k | 1.3k | 228.55 |
2022-12-31 | $376k | 1.6k | 239.33 |
2022-09-30 | $476k | 2.9k | 164.00 |
2022-06-30 | $537k | 3.0k | 178.84 |
2022-03-31 | $688k | 3.1k | 222.96 |
2021-12-31 | $376k | 1.8k | 205.97 |
2021-09-30 | $343k | 1.8k | 192.16 |
2021-06-30 | $397k | 1.8k | 217.53 |
2021-03-31 | $416k | 1.8k | 232.14 |